Columbia Seligman Global Fund Quote
| SHTCX Fund | USD 41.45 0.79 1.94% |
Performance0 of 100
| Odds Of DistressLess than 21
|
Columbia Seligman is trading at 41.45 as of the 12th of December 2024; that is 1.94 percent increase since the beginning of the trading day. The fund's open price was 40.66. Columbia Seligman has about a 21 % 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. The performance scores are derived for the period starting the 18th of December 2023 and ending today, the 12th of December 2024. Click here to learn more.
The fund generally invests at least 80 percent of its net assets in equity securities of U.S. and non-U.S. companies with business operations in technology and technology-related industries. It generally invests at least 40 percent of its net assets in companies that maintain their principal place of business or conduct their principal business activities outside the U.S., have their securities traded on non-U.S. More on Columbia Seligman Global
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Technology Funds, Technology, Columbia Threadneedle (View all Sectors) |
| Update Date | 31st of December 2024 |
| Expense Ratio Date | 1st of March 2023 |
| Fiscal Year End | October |
Columbia Seligman Global [SHTCX] is traded in USA and was established 12th of December 2024. Columbia Seligman 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. This fund at this time has accumulated 1.89 B in assets with no minimum investment requirementsColumbia Seligman Global is currently producing year-to-date (YTD) return of 29.53%, while the total return for the last 3 years was 10.16%.
Check Columbia Seligman 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 Seligman Global 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 Seligman Global Mutual Fund Constituents
| QRVO | Qorvo Inc | Stock | Information Technology | |
| XRX | Xerox Corp | Stock | Information Technology | |
| ORCL | Oracle | Stock | Information Technology | |
| MU | Micron Technology | Stock | Information Technology | |
| V | Visa Class A | Stock | Financials | |
| TER | Teradyne | Stock | Information Technology | |
| SYNA | Synaptics Incorporated | Stock | Information Technology | |
| SNPS | Synopsys | Stock | Information Technology |
Columbia Seligman Global Risk Profiles
| Mean Deviation | 1.12 | |||
| Standard Deviation | 2.78 | |||
| Variance | 7.72 | |||
| Risk Adjusted Performance | 0.0012 |
Columbia Seligman Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Seligman 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 Seligman security.
| Portfolio Manager State of the art Portfolio Manager to monitor and improve performance of your invested capital | |
| Equity Forecasting Use basic forecasting models to generate price predictions and determine price momentum | |
| Portfolio Volatility Check portfolio volatility and analyze historical return density to properly model market risk | |
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios |