Columbia Seligman Global Technology Fund Advisor Class (CCHRX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
87.06
+0.46 (0.53%)
Inactive · Last trade price on Nov 22, 2024
29.98%
Fund Assets2.31B
Expense Ratio1.02%
Min. Investment$2,000
Turnover22.00%
Dividend (ttm)n/a
Dividend Yieldn/a
Dividend Growthn/a
Payout Frequencyn/a
Ex-Dividend Daten/a
Previous Close86.60
YTD Return24.96%
1-Year Return29.98%
5-Year Return157.84%
52-Week Low66.64
52-Week High87.06
Beta (5Y)1.34
Holdings71
Inception DateNov 9, 2012

About CCHRX

The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. The fund is non-diversified.

Fund Family Columbia Threadneedle
Category Technology
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CCHRX
Share Class Advisor Class
Index MSCI World/Information Technology NR USD

Performance

CCHRX had a total return of 29.98% in the past year, including dividends. Since the fund's inception, the average annual return has been 21.22%.

Other Share Classes

These are alternative share classes of the same fund, from the same provider.

SymbolShare ClassExpense Ratio
CGTYXInstitutional 3 Class0.92%
SGTTXInstitutional 2 Class0.97%
CSGZXInstitutional Class1.02%
SHGTXClass A1.27%

Top 10 Holdings

41.66% of assets
NameSymbolWeight
NVIDIA CorporationNVDA6.04%
Broadcom Inc.AVGO5.53%
Apple Inc.AAPL4.84%
Microsoft CorporationMSFT4.82%
Lam Research CorporationLRCX4.60%
Alphabet Inc.GOOGL4.24%
Oracle CorporationORCL3.01%
Global Payments Inc.GPN2.92%
Meta Platforms, Inc.META2.90%
Applied Materials, Inc.AMAT2.77%
View More Holdings