• Columbia Global Technology Growth Fund

Columbia

  • Global
  • Science/Technology

Columbia Global Technology Growth Fund

CTYRX

Summary

The fund seeks capital appreciation by investing in companies across any size outside the United States.

The investment process starts with a list of companies in the benchmark index and the research team utilizes quantitative techniques and fundamental analysis to identify investment opportunities.

Next, the research team invests in securities of technology companies that may benefit from technological improvements, advancements or developments.

Technology companies include companies in technology-related industries or sectors, such as the information technology, communications, healthcare, media, consumer electronics, semi-conductor, internet commerce and advertising, environmental, aerospace and defense industries and sectors.

The More

Price

Last Close

$51.89 ( +0.03 )

52 Week HL

$77.65 - $51.86

Net Assets

$2790 M

Expense Ratio

0.99 %

Sector Allocation

Feb 28, 2021

Top 10 Holdings

Mar 29, 2021

Company Name

  • Apple Inc
  • Microsoft Corporation
  • Amazon Com
  • Alphabet Inc
  • Lam Research

Holding

  • 7.87
  • 7.15
  • 4.15
  • 4.13
  • 3.04

Company Name

  • Taiwan Semiconductor
  • Visa Inc
  • NVIDIA Corporation
  • Mastercard Incorporated
  • Broadcom Inc
  • Total

Holding

  • 2.69
  • 2.61
  • 2.47
  • 2.26
  • 2.17
  • 38.54%

Manager

Name

Rahul Narang

Leadership

Single Manager

Tenure

2003

Advisor

Documents

Prospectus

Annual Reports

Website

Link

Performance

YTD

-24.9 %

3 Year

51.66%

5 Year

120.23%

Best

48.31%
2020

Worst

-24.95%
2022

Returns +
Quarterly

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
Q1 -11.2% 2.2% -12.6% 19.7% 6.6% 14.3% -1.3% 4.1% 3.6% 8.3% -
Q2 -15.5% 10.2% 31.8% 3.6% 8% 5.8% 1% 1.8% 4.2% 6.5% -
Q3 - 5% 11.7% -0.8% 6% 10.6% 13.1% -5% 2.8% 16.5% -
Q4 - 7.6% 15.3% 11% -17.6% 6.9% 0.2% 9.7% 5.4% 10% -

Returns +
Monthly

J F M A M J J A S O N D
2022 -14.8% -0.9% 5.1% -13.6% -2.2% - - - - - - -
2021 0.3% 3.1% -1.1% 4.9% -1.1% 6.3% 1.7% 3% 0.3% -0.8% 5% -4.1%

+
Annual

    2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
    0%29%16%29%-6%19%8%-1%14%29%0%

Alpha

2022 2021 2020 2019 2018 2017 2016 2015 2014 2013 2012
CTYRX -25%18%48%41%-1%43%13%11%17%47%-
S&P 500 -29%16%29%-6%19%8%-1%14%29%-
Alpha -25%-10%33%12%5%25%5%11%3%18%-

CTYRX S&P 500

Chart +