Columbia Seligman Global Technology Fund Institutional 2 Class (SGTTX)
| Fund Assets | 3.24B |
| Expense Ratio | 0.96% |
| Min. Investment | $0.00 |
| Turnover | 25.00% |
| Dividend (ttm) | 7.88 |
| Dividend Yield | 6.25% |
| Dividend Growth | -24.25% |
| Payout Frequency | Annual |
| Ex-Dividend Date | n/a |
| Previous Close | 123.52 |
| YTD Return | 32.67% |
| 1-Year Return | 107.56% |
| 5-Year Return | 166.71% |
| 52-Week Low | 66.32 |
| 52-Week High | 127.61 |
| Beta (5Y) | n/a |
| Holdings | 85 |
| Inception Date | Aug 3, 2009 |
About SGTTX
Columbia Seligman Global Technology Fund Institutional 2 Class is an open-end mutual fund focused on global technology investments. Its primary goal is long-term capital appreciation, achieved by allocating at least 80% of its net assets to equity securities of both U.S. and non-U.S. companies operating in technology and related industries. The fund typically holds a concentrated portfolio of 50 to 75 companies across all market capitalizations, with a significant emphasis on industry leaders known for durable intellectual property and sustained profit growth. Employing a growth-at-a-reasonable-price (GARP) investment style, the fund’s management team relies on rigorous bottom-up fundamental analysis to identify undervalued or misunderstood opportunities, while maintaining a substantial global allocation—generally investing at least 40% of assets outside the U.S. Major sector exposures include information technology, communication services, and select industrials and financial services firms linked to technological innovation. The fund’s strategy aims to diversify risk within the technology sector and leverages the expertise of a seasoned analyst team. It benchmarks performance against major global technology indices, underscoring its role as a specialized vehicle for access to the evolving global technology landscape.
Performance
SGTTX had a total return of 107.56% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.37%.
Top 10 Holdings
50.02% of assets| Name | Symbol | Weight |
|---|---|---|
| Bloom Energy Corporation | BE | 9.39% |
| Lam Research Corporation | LRCX | 7.49% |
| NVIDIA Corporation | NVDA | 5.33% |
| Western Digital Corporation | WDC | 4.49% |
| Broadcom Inc. | AVGO | 4.47% |
| Marvell Technology, Inc. | MRVL | 4.39% |
| Alphabet Inc. | GOOGL | 4.16% |
| Applied Materials, Inc. | AMAT | 3.97% |
| Apple Inc. | AAPL | 3.19% |
| Microsoft Corporation | MSFT | 3.15% |
Dividend History
| Ex-Dividend | Amount | Pay Date |
|---|---|---|
| Dec 9, 2025 | $7.87922 | Dec 9, 2025 |
| Dec 10, 2024 | $10.40133 | Dec 10, 2024 |
| Dec 11, 2023 | $4.07119 | Dec 11, 2023 |
| Dec 9, 2022 | $1.89263 | Dec 9, 2022 |
| Dec 9, 2021 | $8.78509 | Dec 9, 2021 |
| Dec 9, 2020 | $5.98272 | Dec 9, 2020 |