SGTRX Mutual Fund

SGTRX Mutual Fund (Columbia Seligman Global Technology Fund Class R) is managed by Columbia Threadneedle Investments with $382.0M in net assets. SGTRX expense ratio is 1.50%, holding 71 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2003-04-30.

SGTRX performance shows a YTD return of 52.57%. The 1-year return is 63.66% and the 5-year return is 22.71%.

SGTRX top holdings include Cfd Bloom Energy Corp- A (7.7%), Lrcx Uw Equity (5.1%), Nvidia Corp (4.8%), Broadcom Inc (4.7%), Microsoft Corp (3.5%). Go to all SGTRX holdings, SGTRX sectors, or SGTRX dividends.

SGTRX can be compared against other funds. Use SGTRX overlap to find shared positions, or SGTRX vs another fund for a side-by-side view. SGTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.