Columbia Seligman Global Technology Fund Class B

 (MUTF:SHTBX)   Watch this mutual fund  
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Performance

Trailing returns

1 day
   
-0.29%  
1 week
   
-3.68%  
4 week
   
-3.49%  
3 month   +2.22%
   
YTD   +3.88%
   
1 year   +23.32%
   
3 years*   +12.04%
   
5 years*   +12.16%
   
*annualized
Best 3 month return+30.75%  
Worst 3 month return-38.27%  

Morningstar statistics

Morningstar category: Technology
  Return Risk Rating
3 years Average Below Average
5 years Below Average Low
10 years Average Below Average
Overall Average Below Average
Morningstar style  Learn more
      Large
      Mid
      Small
Value Blend Growth  

Key statistics

Total assets582.97M 
Front load-  
Deferred load5.00%  
Expense ratio2.22%  
Management fee-  
Fund familyColumbia 

Asset allocation

Cash1.59%  
Stocks98.41%  
Bonds0.00%  
Other0.00%  

Purchase information

Initial$2,000  
IRA Initial$1,000  
AIP Initial$100  
24.64+0.28(1.15%)
Mar 27, 4:00PM EDT Overall Morningstar RatingTM

Description

The investment seeks long-term capital appreciation. The fund generally invests at least 80% of its assets in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests in several countries in different geographic regions. The fund generally invests at least 40% of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. exchanges or have been formed under the laws of non-U.S. countries. It is non-diversified.
Fund filings (PDF) »
Asset managers:
Ajay Diwan (Started: Mar 1, 2006)
Rahul Narang (Started: Jun 30, 2014)
Shekhar Pramanick (Started: Mar 5, 2014)
Sanjay Devgan (Started: Mar 5, 2014)
Paul Wick (Started: May 23, 1994)
Advisor Company:
Columbia Mangmt Investment Advisers, LLC
Fund family reports on Morningstar »
Liberty Financial Funds, P.O. Box 8081, Boston, MA 02210, United States

Risk

  1 year 3 years 5 years 10 years  
Alpha* 16.17 4.74 4.15 4.45
Beta* 1.15 0.88 0.92 0.94
Mean annual return 2.08 1.24 1.21 0.98
R-squared* 65.72 53.39 74.25 75.74
Standard deviation 11.64 12.56 15.48 17.98
Sharpe ratio 2.14 1.18 0.93 0.57
* Against standard index

Top 10 holdings

Security Net Assets  
Lam Research Corp (LRCX) 8.14%  
Synopsys Inc (SNPS) 7.77%  
Synaptics Inc (SYNA) 6.18%  
Apple Inc (AAPL) 5.39%  
Broadcom Corp (BRCM) 5.15%  
Marvell Technology Group Ltd (MRVL) 4.55%  
Skyworks Solutions Inc (SWKS) 4.12%  
Teradyne Inc (TER) 3.78%  
Maxim Integrated Products Inc (MXIM) 3.18%  
Microsemi Corp (MSCC) 3.06%