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Columbia Seligman Global Technology Fund Class R: (MF: SGTRX)
(NASDAQ Mutual Funds) As of Jul 15, 2024 08:00 PM ET
$73.89 USD
+0.34 (0.46%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in May 1994 and is managed by J. & W. Seligman & Co. Incorporated. The fund seeks long-term capital appreciation. The fund invests at least 80% of its assets in equity securities of US and non-US companies with business operations in technology and technology-related industries. The fund may invest up to 20% of its assets in preferred stock and investment-grade or comparable quality debt securities, up to 15% in illiquid securities and up to 10% in exchange-traded funds. The fund pays dividends and capital gains annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Seligman Global Tech R | SGTRX | NA | NA | 0.00 | 0.50 | 0.91 | 1.53 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Global Tech A | SHGTX | 79.24 | 5/23/1994 | 0.00 | 28.90 | 9.51 | 23.46 |
| Columbia Seligman Global Tech C | SHTCX | 48.02 | 5/26/1999 | 0.00 | 27.96 | 8.70 | 22.54 |
| Columbia Seligman Global Tech R | SGTRX | 73.89 | 4/30/2003 | 0.00 | 28.59 | 9.24 | 23.15 |
| Columbia Seligman Global Tech R5 | SGTTX | 83.16 | 8/4/2009 | 0.00 | 29.30 | 9.84 | 23.83 |
| Columbia Seligman Global Tech Z | CSGZX | 81.38 | 9/28/2010 | 0.00 | 29.24 | 9.79 | 23.77 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Seligman Global Tech R | SGTRX | 0 | 0 | 0 | A |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |