SGTTX Mutual Fund

SGTTX Mutual Fund

NAV$148.42
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Fund Essentials - as of Mar 31, 2026

Net Assets
$286M
Expense Ratio
0.96%
Dividend Yield (Current)
5.65%
Holdings
81
Inception Date
Aug 3, 2009
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+41.76%
1 Year+78.06%
3 Year+43.60%
5 Year+29.36%
10 Year+33.18%

Asset Allocation

Stocks: 99.16%
Cash: 0.88%
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Top Holdings

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TickerNameWeight
BEBloom Energy Corporation Com Cl A9.39%
LRCXLam Research Corp7.49%
NVDANvidia Corp.5.33%
WDCWestern Digital Corp Company Guar 11/28 34.48%
AVGOBroadcom Inc4.47%
Top 10 Concentration: 50.01%Report Date: Mar 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.65%
Frequency
Annually
Latest Distribution
$8.79
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Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SGTTX Mutual Fund Overview

SGTTX Mutual Fund (Columbia Seligman Global Technology Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $286.2M in net assets. SGTTX expense ratio is 0.96%, holding 81 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 2009-08-03.

SGTTX performance shows a YTD return of 41.76%. The 1-year return is 78.06% and the 5-year return is 29.36%. SGTTX dividend yield stands at 5.65%, paid annually.

SGTTX 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 SGTTX holdings, SGTTX sectors, or SGTTX dividends.

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