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 81 positions across sectors including Information Technology, Industrials, Communication Services. 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 (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%). 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.