SGTRX Mutual Fund
SGTRX Mutual Fund
Columbia Seligman Global Technology Fund Class R
SGTRX Mutual Fund Overview
SGTRX Mutual Fund (Columbia Seligman Global Technology Fund Class R) is managed by Columbia Threadneedle Investments with $382.0M in net assets. SGTRX expense ratio is 1.50%, holding 81 positions across sectors including Information Technology, Unknown, Industrials. Inception date: 2003-04-30.
SGTRX performance shows a YTD return of 53.70%. The 1-year return is 103.65% and the 5-year return is 31.26%. SGTRX dividend yield stands at 5.71%, paid annually.
SGTRX top holdings include Bloom Energy Corporation Com Cl A (9.4%), Lam Research Corp (7.5%), Nvidia Corp (5.3%), Western Digital Corp Company Guar 11/28 3 (4.5%), Broadcom Inc (4.5%). View all SGTRX holdings, sector breakdown, or dividend history.
SGTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. SGTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.