Columbia Seligman Global Tech Inst (CSGZX)

Fund Assets	2.65B
Expense Ratio	1.00%
Min. Investment	$2,000
Turnover	46.00%
Dividend (ttm)	10.37
Dividend Yield	12.28%
Dividend Growth	154.62%
Payout Frequency	Annual
Ex-Dividend Date	Dec 10, 2024

Previous Close	84.43
YTD Return	11.23%
1-Year Return	20.50%
5-Year Return	146.06%
52-Week Low	57.40
52-Week High	88.79
Beta (5Y)	1.36
Holdings	74
Inception Date	Sep 27, 2010

About CSGZX

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
• Stock Exchange: NASDAQ
• Ticker Symbol: CSGZX
• Share Class: Institutional Class
• Index: MSCI World/Information Technology NR USD

Performance

CSGZX had a total return of 20.50% in the past year, including dividends. Since the fund's inception, the average annual return has been 17.78%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CGTYX	Institutional 3 Class	0.91%
SGTTX	Institutional 2 Class	0.96%
CSGAX	Class S	1.00%
SHGTX	Class A	1.25%

Top 10 Holdings

44.46% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	6.60%
Broadcom Inc.	AVGO	5.85%
Bloom Energy Corporation	BE	5.84%
Lam Research Corporation	LRCX	5.40%
Microsoft Corporation	MSFT	5.28%
Alphabet Inc.	GOOGL	4.07%
Apple Inc.	AAPL	3.19%
Oracle Corporation	ORCL	2.91%
Applied Materials, Inc.	AMAT	2.81%
Visa Inc.	V	2.51%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 10, 2024	$10.36623	Dec 10, 2024
Dec 11, 2023	$4.07119	Dec 11, 2023
Dec 9, 2022	$1.89263	Dec 9, 2022
Dec 9, 2021	$8.75194	Dec 9, 2021
Dec 9, 2020	$5.95566	Dec 9, 2020
Dec 10, 2019	$4.67203	Dec 10, 2019