SHGTX Mutual Fund

SHGTX Mutual Fund

NAV$137.17
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Fund Essentials - as of Mar 31, 2026

Net Assets
$2.5B
Expense Ratio
1.25%
Dividend Yield (Current)
5.83%
Holdings
81
Inception Date
May 23, 1994
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+44.82%
1 Year+77.54%
3 Year+37.96%
5 Year+22.77%
10 Year+26.83%

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)
5.83%
Frequency
Annually
Latest Distribution
$8.59
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Peer Comparison

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

SHGTX Mutual Fund Overview

SHGTX Mutual Fund (Columbia Seligman Global Technology Fund Class A) is managed by Columbia Threadneedle Investments with $2.53B in net assets. SHGTX expense ratio is 1.25%, holding 81 positions across sectors including Information Technology, Industrials, Communication Services. Inception date: 1994-05-23.

SHGTX performance shows a YTD return of 44.82%. The 1-year return is 77.54% and the 5-year return is 22.77%. SHGTX dividend yield stands at 5.83%, paid annually.

SHGTX 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 SHGTX holdings, SHGTX sectors, or SHGTX dividends.

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