Columbia Seligman Global Tech A (SHGTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
80.59
-0.20 (-0.25%)
Aug 21, 2025, 9:30 AM EDT
-0.25%
Fund Assets2.65B
Expense Ratio1.25%
Min. Investment$2,000
Turnover46.00%
Dividend (ttm)10.19
Dividend Yield11.89%
Dividend Growth150.31%
Payout FrequencyAnnual
Ex-Dividend DateDec 10, 2024
Previous Close80.79
YTD Return11.78%
1-Year Return21.95%
5-Year Return144.68%
52-Week Low54.98
52-Week High85.38
Beta (5Y)n/a
Holdings74
Inception DateMay 23, 1994

About SHGTX

Columbia Seligman Global Technology Fund Class A is a mutual fund designed with the goal of achieving long-term capital appreciation. This fund primarily invests at least 80% of its assets in equity securities of both U.S. and international companies engaged in technology and technology-related industries, making it a focused vehicle for exposure to the global technology sector. Its portfolio typically includes industry leaders across segments such as semiconductors, software, hardware, and internet technologies, and also selectively holds companies in related areas like communication services, financials, and industrials. The fund maintains a conviction-weighted, concentrated portfolio, with its top ten holdings accounting for over 40% of its assets, featuring prominent names like Broadcom, NVIDIA, Microsoft, Alphabet, and Apple. Established in 1994, the fund has shown significant long-term performance, backed by an experienced management team. It is characterized by an above-average risk profile and expense ratio, reflecting its active approach and sector specialization. Columbia Seligman Global Technology Fund Class A serves investors seeking targeted exposure to technological innovation and growth across global markets.

Fund Family Columbia Threadneedle
Category Technology
Stock Exchange NASDAQ
Ticker Symbol SHGTX
Share Class Class A
Index MSCI World/Information Technology NR USD

Performance

SHGTX had a total return of 21.95% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.79%.

Other Share Classes

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

SymbolShare ClassExpense Ratio
CGTYXInstitutional 3 Class0.91%
SGTTXInstitutional 2 Class0.96%
CSGAXClass S1.00%
CSGZXInstitutional Class1.00%

Top 10 Holdings

44.46% of assets
NameSymbolWeight
NVIDIA CorporationNVDA6.60%
Broadcom Inc.AVGO5.85%
Bloom Energy CorporationBE5.84%
Lam Research CorporationLRCX5.40%
Microsoft CorporationMSFT5.28%
Alphabet Inc.GOOGL4.07%
Apple Inc.AAPL3.19%
Oracle CorporationORCL2.91%
Applied Materials, Inc.AMAT2.81%
Visa Inc.V2.51%
View More Holdings

Dividend History

Ex-DividendAmountPay Date
Dec 10, 2024$10.19076Dec 10, 2024
Dec 11, 2023$4.07119Dec 11, 2023
Dec 9, 2022$1.89263Dec 9, 2022
Dec 9, 2021$8.58617Dec 9, 2021
Dec 9, 2020$5.84289Dec 9, 2020
Dec 10, 2019$4.57525Dec 10, 2019
Full Dividend History