Columbia Global Technology Growth Inst2 (CTHRX)

Fund Assets	4.05B
Expense Ratio	0.87%
Min. Investment	$0.00
Turnover	7.00%
Dividend (ttm)	0.93
Dividend Yield	0.88%
Dividend Growth	-40.45%
Payout Frequency	Annual
Ex-Dividend Date	Dec 16, 2024

Previous Close	106.11
YTD Return	13.06%
1-Year Return	20.70%
5-Year Return	121.61%
52-Week Low	72.62
52-Week High	109.40
Beta (5Y)	1.26
Holdings	104
Inception Date	Nov 9, 2012

About CTHRX

The investment seeks capital appreciation. The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

• Fund Family: Columbia Threadneedle
• Category: Technology
• Stock Exchange: NASDAQ
• Ticker Symbol: CTHRX
• Share Class: Institutional 2 Class
• Index: Index is not available on Lipper Database

Performance

CTHRX had a total return of 20.70% in the past year, including dividends. Since the fund's inception, the average annual return has been 22.42%.

Other Share Classes

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

Symbol	Share Class	Expense Ratio
CGTUX	Institutional 3 Class	0.82%
CGTDX	Class S	0.92%
CMTFX	Institutional Class	0.92%
CTCAX	Class A	1.17%

Top 10 Holdings

58.61% of assets

Name	Symbol	Weight
NVIDIA Corporation	NVDA	16.49%
Microsoft Corporation	MSFT	9.61%
Broadcom Inc.	AVGO	8.27%
Apple Inc.	AAPL	6.86%
Amazon.com, Inc.	AMZN	3.34%
Meta Platforms, Inc.	META	3.10%
Alphabet Inc.	GOOGL	2.95%
Lam Research Corporation	LRCX	2.79%
Taiwan Semiconductor Manufacturing Company Limited	TSM	2.78%
Synopsys, Inc.	SNPS	2.41%

Dividend History

Ex-Dividend	Amount	Pay Date
Dec 16, 2024	$0.93339	Dec 16, 2024
Dec 15, 2023	$1.56743	Dec 15, 2023
Dec 15, 2022	$1.53722	Dec 15, 2022
Dec 16, 2021	$3.06582	Dec 16, 2021
Dec 15, 2020	$0.101	Dec 15, 2020
Dec 16, 2019	$0.50367	Dec 16, 2019