SHGTX Mutual Fund

SHGTX Mutual Fund

NAV$140.10
See how much of SHGTX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free

Fund Essentials - as of Jul 31, 2026

Net Assets
$2.5B
Expense Ratio
1.25%
Dividend Yield (Current)
5.60%
Holdings
79
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+26.20%

Asset Allocation

Stocks: 98.06%
Bonds: 2.03%
See how much of SHGTX you already own
Your funds unpacked, overlap, fees and score, free on screen. The full report comes with FundXLS. Download sample.
X-ray my portfolio free

Top Holdings

View All →
TickerNameWeight
BECfd Bloom Energy Corp- A8.02%
LRCXLrcx Uw Equity5.18%
AVGOBroadcom Inc5.04%
NVDANvidia Corp.4.59%
GOOGLAlphabet Inc,class A3.74%
Top 10 Concentration: 41.56%Report Date: Jul 31, 2026
Download all 79 holdings for SHGTX
CSV export with sector, industry & share changes
Get CSV

Dividend Summary

View Details →
Dividend Yield (Current)
5.60%
Frequency
Annually
Latest Distribution
$8.59
-

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 79 positions across sectors including Information Technology, Communication Services, Industrials. 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 5.60%, paid annually.

SHGTX top holdings include Cfd Bloom Energy Corp- A (8.0%), Lrcx Uw Equity (5.2%), Broadcom Inc (5.0%), Nvidia Corp. (4.6%), Alphabet Inc,class A (3.7%). 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.