About CGTUX
Columbia Global Technology Growth Fund Class I3 is a diversified equity mutual fund focused on capturing capital appreciation from technological innovation worldwide. The fund invests primarily—at least 80% of its net assets—in equity securities of technology companies, including common and preferred stocks, as well as securities convertible into these types. Its portfolio spans a broad array of industries driven by technological advancements, such as information technology, semiconductors, communication services, and consumer discretionary sectors. The fund is actively managed and is benchmarked against the S&P Global 1200 Information Technology Index, reflecting its global scope and growth orientation. Its holdings are concentrated in major global technology firms, with significant allocations to leaders like NVIDIA, Microsoft, Apple, and Alphabet, among others. The fund is designed for institutional investors and features a relatively low portfolio turnover, suggesting a long-term investment approach. With over $3 billion in assets under management and an emphasis on large-cap growth, Columbia Global Technology Growth Fund Class I3 plays a significant role in offering exposure to transformative technology trends across global markets.
Fund Family Columbia Threadneedle
Category Technology
Performance Rating Above Average
Risk Rating Average
Stock Exchange NASDAQ
Ticker Symbol CGTUX
Share Class Institutional 3 Class
Index Index is not available on Lipper Database
CGTUX had a total return of 35.20% in the past year, including dividends. Since the fund's
inception, the average annual return has been 24.09%.
