Columbia Seligman Global Technology Fund Class A (SHGTX)

NASDAQ · Mutual Fund · Delayed Price · Currency is USD
76.87
+0.07 (0.09%)
Jul 14, 2025, 4:00 PM EDT
-2.60%
Fund Assets 2.30B
Expense Ratio 1.25%
Min. Investment $2,000
Turnover 46.00%
Dividend (ttm) 10.19
Dividend Yield 12.51%
Dividend Growth 150.31%
Payout Frequency Annual
Ex-Dividend Date Dec 10, 2024
Previous Close 76.80
YTD Return 5.81%
1-Year Return 10.86%
5-Year Return 146.24%
52-Week Low 54.98
52-Week High 85.38
Beta (5Y) n/a
Holdings 70
Inception Date May 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 10.86% in the past year, including dividends. Since the fund's inception, the average annual return has been 13.64%.

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%
CSGZX Institutional Class 1.00%

Top 10 Holdings

42.84% of assets
Name Symbol Weight
Broadcom Inc. AVGO 6.27%
NVIDIA Corporation NVDA 5.82%
Lam Research Corporation LRCX 5.44%
Microsoft Corporation MSFT 5.25%
Alphabet Inc. GOOGL 4.35%
Apple Inc. AAPL 3.56%
Bloom Energy Corporation BE 3.53%
Visa Inc. V 3.06%
Applied Materials, Inc. AMAT 2.79%
Meta Platforms, Inc. META 2.76%
View More Holdings

Dividend History

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