Nasdaq - Delayed Quote USD

Columbia Seligman Global Tech Inst3 (CGTYX)

87.30 +1.15 (+1.33%)
As of 8:05 AM EST. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 28.36%
5y Average Return 22.85%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Dec 2, 2024) 55.40%
Worst 1Y Total Return (Dec 2, 2024) --
Best 3Y Total Return 55.40%
Worst 3Y Total Return 11.65%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CGTYX
Category
YTD
16.66%
12.31%
1-Month
-1.08%
6.23%
3-Month
0.54%
8.63%
1-Year
41.99%
53.90%
3-Year
8.54%
27.50%
5-Year
21.37%
28.80%
10-Year
20.07%
18.74%
Last Bull Market
32.21%
24.03%
Last Bear Market
-21.09%
-20.41%

Annual Total Return (%) History

Year
CGTYX
Category
2024
--
--
2023
45.65%
--
2022
-31.44%
--
2021
39.36%
--
2020
46.47%
55.91%
2019
55.40%
37.49%
2018
-8.45%
-3.21%
2017
--
35.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.63% 7.46% 1.03% --
2023 17.09% 12.26% -3.51% 14.84%
2022 -10.68% -21.09% -7.40% 5.04%
2021 11.22% 10.04% -2.48% 16.77%
2020 -19.02% 31.68% 6.80% 28.62%
2019 23.31% 2.72% 5.83% 15.93%
2018 5.90% -0.31% 2.95% -15.78%
2017 3.31% 10.00% 3.20% --

Rank in Category (By Total Return)

YTD 43
1-Month 66
3-Month 76
1-Year 48
3-Year 18
5-Year 18

Load Adjusted Returns

1-Year 41.99%
3-Year 8.54%
5-Year 21.37%
10-Year 20.07%

Performance & Risk

YTD Return 28.36%
5y Average Return 22.85%
Rank in Category (ytd) 43
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.34
Morningstar Risk Rating

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 2.31B
YTD Return 16.66%
Yield 0.00%
Morningstar Rating
Inception Date Sep 27, 2010

Fund Summary

The fund generally invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It 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. The fund is non-diversified.

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