SHTCX Mutual Fund

SHTCX Mutual Fund

NAV$70.85
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Fund Essentials - as of Jul 31, 2026

Net Assets
$114M
Expense Ratio
2.00%
Dividend Yield (Current)
10.42%
Holdings
79
Inception Date
May 27, 1999
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+44.19%
1 Year+76.24%
3 Year+36.94%
5 Year+21.85%
10 Year+25.26%

Asset Allocation

Stocks: 98.06%
Bonds: 2.03%
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Top Holdings

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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
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Dividend Summary

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Dividend Yield (Current)
10.42%
Frequency
Annually
Latest Distribution
$8.09
-

Peer Comparison

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

SHTCX Mutual Fund Overview

SHTCX Mutual Fund (Columbia Seligman Global Technology Fund Class C) is managed by Columbia Threadneedle Investments with $113.7M in net assets. SHTCX expense ratio is 2.00%, holding 79 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1999-05-27.

SHTCX performance shows a YTD return of 44.19%. The 1-year return is 76.24% and the 5-year return is 21.85%. SHTCX dividend yield stands at 10.42%, paid annually.

SHTCX 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 SHTCX holdings, SHTCX sectors, or SHTCX dividends.

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