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Columbia Global Technology Growth Inst (CMTFX)

127.48 -2.91 (-2.23%)
At close: 8:07:04 PM EST
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  • Previous Close 130.39
  • YTD Return 29.90%
  • Expense Ratio 0.91%
  • Category Technology
  • Last Cap Gain 79.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Net Assets 5.58B
  • Beta (5Y Monthly) 1.44
  • Yield 0.00%
  • 5y Average Return --
  • Holdings Turnover 6.00%
  • Last Dividend 0.10
  • Inception Date Oct 2, 2024

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.

Columbia Threadneedle

Fund Family

Technology

Fund Category

5.58B

Net Assets

2024-10-02

Inception Date

Performance Overview

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Trailing returns as of 10/30/2026. Category is Technology.

YTD Return

CMTFX
29.90%
Category
12.31%

1-Year Return

CMTFX
32.46%
Category
53.90%

3-Year Return

CMTFX
35.69%
Category
27.50%

5-Year Return

CMTFX
19.36%
Category
28.80%

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