Nasdaq - Delayed Quote USD

Columbia Global Technology Growth Inst3 (CGTUX)

94.62
+0.21
+(0.22%)
At close: 5:18:21 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.57%
5y Average Return 18.89%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return (May 27, 2025) 57.01%
Worst 1Y Total Return (May 27, 2025) --
Best 3Y Total Return 57.01%
Worst 3Y Total Return 6.61%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGTUX
Category
YTD
-10.11%
12.31%
1-Month
2.42%
6.23%
3-Month
-11.23%
8.63%
1-Year
9.11%
53.90%
3-Year
16.68%
27.50%
5-Year
17.79%
28.80%
10-Year
18.48%
18.74%
Last Bull Market
20.09%
24.03%
Last Bear Market
-23.57%
-20.41%

Annual Total Return (%) History

Year
CGTUX
Category
2025
--
--
2024
31.84%
--
2023
57.01%
--
2022
-34.49%
--
2021
23.31%
--
2020
50.01%
55.91%
2019
42.56%
37.49%
2018
-1.00%
-3.21%

2017
43.51%
35.35%
2016
--
10.84%

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -12.23% -- -- --
2024 14.27% 9.68% -0.92% 6.16%
2023 21.38% 15.44% -4.01% 16.73%
2022 -11.23% -23.57% -5.73% 2.42%
2021 2.27% 10.26% -0.82% 10.27%
2020 -12.54% 31.83% 11.67% 16.50%
2019 19.73% 5.19% 0.72% 12.40%
2018 6.65% 5.18% 6.84% -17.40%
2017 14.35% 5.86% 10.64% 7.15%
2016 1.04% 13.14% 0.21% --

Rank in Category (By Total Return)

YTD 66
1-Month 44
3-Month 42
1-Year 54
3-Year 18
5-Year 22

Load Adjusted Returns

1-Year 9.11%
3-Year 16.68%
5-Year 17.79%
10-Year 18.48%

Performance & Risk

YTD Return 0.57%
5y Average Return 18.89%
Rank in Category (ytd) 66
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.27
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 3.21B
YTD Return -10.11%
Yield 0.00%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities (including, but not limited to, common stocks, preferred stocks and securities convertible into common or preferred stocks) of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25% of the value of its total net assets at the time of purchase in the securities of issuers conducting their principal business activities in the technology and related group of industries.

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