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Columbia Global Technology Growth Inst (CMTFX)

91.52 +0.87 (+0.96%)
At close: 8:01 PM EST

Fund Summary

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 Global Technology Growth Inst

Boston MA 02111
One Financial Center

Fund Overview

Category Technology
Fund Family Columbia Threadneedle
Net Assets 3.49B
YTD Return 24.10%
Yield 0.00%
Morningstar Rating
Inception Date Mar 01, 2016

Fund Operations

Last Dividend 0.10
Last Cap Gain 72.00
Holdings Turnover 7.00%
Average for Category --

Fees & Expenses

Expense CMTFX Category Average
Annual Report Expense Ratio (net) 0.94% 1.05%
Prospectus Net Expense Ratio 0.94% --
Prospectus Gross Expense Ratio 0.94% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.21%
Max Deferred Sales Load -- 1.24%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Rahul Narang is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Narang joined one of the Columbia Threadneedle Investments firms in 2012. Previously, Mr. Narang was a senior vice president at Robeco Investment Management. In that role he assisted in managing a long/short equity portfolio with a concentration in technology, media, healthcare and retail companies. Prior to that, Mr. Narang was a portfolio manager at Apex Capital, Aesop Capital Partners and assistant portfolio manager at Fullerton Capital Partners. Mr. Narang began his career as an equity research associate at JPMorgan. He has been a member of the investment community since 1994. Mr. Narang received a B.S. in business administration from California Polytechnic State University.

Morningstar Style Box

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Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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