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Columbia Global Technology Growth Fund A: (MF: CTCAX)

(NASDAQ Mutual Funds) As of Dec 6, 2021 08:00 PM ET

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$69.48 USD

+0.53 (0.77%)

Zacks MF Rank

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

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2-Buy of 5   2      

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Latest Performance as of Oct 31, 2021

Total Return %* Percentile Rank Objective
YTD 18.78 45
3 months 3.76 51
6 months 10.81 34
1 Year 41.63 40
3 Year 32.52 45
5 Year 29.10 38
10 Year 23.14 12

* Annual for three years and beyond.

Zacks Premium Research for CTCAX

Zacks MF Rank

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

Buy 2
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Portfolio Statistics

%Unrealized Gain YTD 61.89
% Yield 0.00
% SEC Yield NA
Net Assets (Mil $) 10/31/2021 737.00
%Turnover 10/31/2021 18.00

Risk

3 Year 5 Year 10 Year
Beta 1.00 1.03 1.08
Alpha 9.39 8.53 5.18
R Squared 0.88 0.80 0.75
Std. Dev. 19.81 17.72 16.36
Sharpe 1.70 1.67 1.00

Sector / Country Weightings

As of 10/31/2021 % of Portfolio
Technology 73.93
Retail Trade 8.92
Other 6.39
Services 3.94
Industrial Cyclical 3.32
Finance 1.44
Non-Durable 1.39
Health 0.41
Utilities 0.26

Portfolio Holdings

Top Equity Holdings
(As of 8/31/2021)
% of Portfolio Value (Mil$)
MICROSOFT CORP 8.32 268.48
APPLE INC 7.67 247.68
ALPHABET INC CLASS C 5.59 180.26
AMAZON COM INC 4.07 131.30
NVIDIA CORP 3.45 111.47
LAM RESEARCH CORP 2.88 93.02
VISA INC 2.50 80.73
ASML HOLDING NV 2.36 76.17
TAIWAN SEMICONDUCTOR MANU 2.27 73.17

Stock Holding % of Net Assets

As Of 8/31/2021
Total Issues 119
Avg. P/E 42.40
Avg. P/Book 4.13
Avg. EPS Growth 15.85
Avg. Market Value (Mil $) 515,343

Allocation

% of Portfolio
Large Growth 70.67
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 0.00
Emerging Market 7.02
Precious Metal 0.00
Intermediate Bond 6.18
Foreign Bond 0.40
High Yield Bond 9.37