Columbia Global Technology Fund Quote
| CTCAX Fund | USD 81.26 0.36 0.44% |
Performance0 of 100
| Odds Of DistressLess than 22
|
Columbia Global is trading at 81.26 as of the 21st of September 2024; that is 0.44% down since the beginning of the trading day. The fund's open price was 81.62. Columbia Global has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. Equity ratings for Columbia Global Technology are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 22nd of August 2024 and ending today, the 21st of September 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of technology companies that may benefit from technological improvements, advancements or developments. It invests at least 25 percent 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.. More on Columbia Global Technology
Moving against COLUMBIA Mutual Fund
COLUMBIA Mutual Fund Highlights
| Thematic Idea | Tech Funds (View all Themes) |
| Fund Concentration | Columbia Threadneedle Funds, Large Growth Funds, Technology Funds, Tech Funds, Technology, Columbia Threadneedle, Large Growth, Technology (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Columbia Global Technology [CTCAX] is traded in USA and was established 21st of September 2024. Columbia Global is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Technology category and is part of Columbia Threadneedle family. The entity is thematically classified as Tech Funds. This fund currently has accumulated 2.42 B in assets under management (AUM) with no minimum investment requirementsColumbia Global Tech is currently producing year-to-date (YTD) return of 19.21%, while the total return for the last 3 years was 8.56%.
Check Columbia Global Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on COLUMBIA Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding COLUMBIA Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Global Technology Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Global Technology Mutual Fund Constituents
| INTC | Intel | Stock | Information Technology | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| GOOGL | Alphabet Inc Class A | Stock | Communication Services | |
| V | Visa Class A | Stock | Financials | |
| TCTZF | Tencent Holdings | Pink Sheet | Internet Content & Information | |
| NVDA | NVIDIA | Stock | Information Technology | |
| MSFT | Microsoft | Stock | Information Technology | |
| MA | Mastercard | Stock | Financials |
Columbia Global Tech Risk Profiles
| Mean Deviation | 1.36 | |||
| Standard Deviation | 1.83 | |||
| Variance | 3.36 | |||
| Risk Adjusted Performance | (0.02) |
Columbia Global Against Markets
Other Information on Investing in COLUMBIA Mutual Fund
Columbia Global financial ratios help investors to determine whether COLUMBIA Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in COLUMBIA with respect to the benefits of owning Columbia Global security.
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