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Columbia Global Technology Growth Z: (MF: CMTFX)

(MF) As of Dec 15, 2017 06:05 PM ET

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$31.61 USD

-0.80 (-2.47%)

Zacks MF Rank 1-Strong Buy 1        

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Nov 30, 2017

Total Return %* Percentile Rank Objective
YTD 43.49 18
3 months 12.87 13
6 months 22.33 14
1 Year 44.83 15
3 Year 22.61 13
5 Year 26.30 6
10 Year 10.37 33

* Annual for three years and beyond.

Zacks Premium Research for CMTFX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

Zacks MF Rank Strong Buy 1
MF Research Report

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Portfolio Statistics

%Unrealized Gain YTD 36.58
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 11/30/2017 445.54
%Turnover 11/30/2017 46.00

Risk

3 Year 5 Year 10 Year
Beta 1.17 1.06 1.15
Alpha 9.36 9.26 2.30
R Squared 0.71 0.61 0.77
Std. Dev. 13.92 12.78 19.96
Sharpe 1.67 2.11 2.00

Sector / Country Weightings

As of 11/30/2017 % of Portfolio
Technology 79.59
Other 6.35
Finance 3.91
Services 3.64
Retail Trade 2.44
Non-Durable 2.04
Industrial Cyclical 1.81
Health 0.22

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2017)
% of Portfolio Value (Mil$)
APPLE INC 5.20 42.60
ALPHABET INC 4.81 39.40
FACEBOOK INC 3.88 31.79
AMAZON.COM INC 3.46 28.30
MICROSOFT CORP 3.26 26.72
LAM RESEARCH CORP 2.90 23.76
BROADCOM CORP 2.82 23.09
VISA INC 2.44 19.95
ALIBABA GROUP HOLDING LTD 2.12 17.34

Stock Holding % of Net Assets

As Of 8/31/2017
Total Issues 120
Avg. P/E 41.18
Avg. P/Book 4.83
Avg. EPS Growth 13.3
Avg. Market Value (Mil $) 191,879

Allocation

% of Portfolio
Large Growth 76.52
Large Value 0.00
Small Growth 6.09
Small Value 0.00
Foreign Stock 8.29
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 0.00
Foreign Bond 0.00
High Yield Bond 0.00