SGTRX Mutual Fund

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 79 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-04-30.

SGTRX performance shows a YTD return of 44.61%. The 1-year return is 77.11% and the 5-year return is 22.46%. SGTRX dividend yield stands at 6.21%, paid annually.

SGTRX top holdings include Bloom Energy Corporation Com Cl A (8.0%), Lam Resh Corp (5.2%), Broadcom Inc (5.0%), Nvidia Corp. (4.6%), Alphabet Inc. Class A (3.7%). Go to all SGTRX holdings, SGTRX sectors, or SGTRX dividends.

SGTRX can be compared against other funds. Use SGTRX overlap to find shared positions, or SGTRX vs another fund for a side-by-side view. SGTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.