Columbia Seligman Global Tech Inst2 (SGTTX)

Fund Assets	4.82B
Expense Ratio	0.978%
Min. Investment	$0.00
Turnover	25.00%
Dividend (ttm)	n/a
Dividend Yield	n/a
Dividend Growth	n/a
Payout Frequency	Annual
Ex-Dividend Date	Dec 9, 2025

Previous Close	147.96
YTD Return	53.82%
1-Year Return	57.88%
5-Year Return	196.58%
52-Week Low	92.19
52-Week High	157.97
Beta (5Y)	1.21
Holdings	73
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.

• Fund Family: Columbia Threadneedle
• Category: Technology
• Performance Rating: High
• Risk Rating: Above Average
• Stock Exchange: Nasdaq
• Ticker Symbol: SGTTX
• Share Class: Institutional 2 Class
• Index: MSCI World/Information Technology NR USD

Performance

SGTTX had a total return of 57.88% in the past year, including dividends. Since the fund's inception, the average annual return has been 20.83%.

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	0.90%
CSGAX	Class S	1.00%
CSGZX	Institutional Class	1.00%
SHGTX	Class A	1.25%

Top 10 Holdings

40.75% of assets

Name	Symbol	Weight
Bloom Energy Corporation	BE	7.73%
Lam Research Corporation	LRCX	5.12%
NVIDIA Corporation	NVDA	4.85%
Broadcom Inc.	AVGO	4.72%
Microsoft Corporation	MSFT	3.50%
Alphabet Inc.	GOOGL	3.42%
Apple Inc.	AAPL	3.26%
Marvell Technology, Inc.	MRVL	2.86%
GoDaddy Inc.	GDDY	2.82%
Columbia Short Term Cash Fund	n/a	2.48%

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

Data Sources: Tiingo, Financial Modeling Prep, and more

Historical data is provided by Tiingo. Delayed stock pricing data is provided by Financial Modeling Prep. Several fund data points are also provided by Finnhub.

Last checked:

Oct 16, 2026

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