SHTCX Mutual Fund

SHTCX Mutual Fund

NAV$74.61
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Fund Essentials - as of Aug 31, 2026

Net Assets
$114M
Expense Ratio
2.00%
Dividend Yield (Current)
-
Holdings
71
Inception Date
May 27, 1999
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO

Performance

YTD+52.01%
1 Year+62.85%
3 Year+48.51%
5 Year+31.47%
10 Year+35.79%

Asset Allocation

Stocks: 97.53%
Bonds: 2.48%
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Top Holdings

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TickerNameWeight
BECfd Bloom Energy Corp- A7.73%
LRCXLrcx Uw Equity5.12%
NVDANvidia Corp4.85%
AVGOBroadcom Inc4.72%
MSFTMicrosoft Corp3.50%
Top 10 Concentration: 40.77%Report Date: Aug 31, 2026
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Dividend Summary

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Latest Distribution
$8.09
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

SHTCX Mutual Fund Overview

SHTCX Mutual Fund (Columbia Seligman Global Technology Fund Class C) is managed by Columbia Threadneedle Investments with $113.7M in net assets. SHTCX expense ratio is 2.00%, holding 71 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 1999-05-27.

SHTCX performance shows a YTD return of 52.01%. The 1-year return is 62.85% and the 5-year return is 31.47%.

SHTCX 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 SHTCX holdings, SHTCX sectors, or SHTCX dividends.

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