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Columbia Seligman Global Technology Fund Class R: (MF: SGTRX)

(NASDAQ Mutual Funds) As of Nov 19, 2025 05:39 PM ET

$87.44 USD

+1.16 (1.34%)

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

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Oct 31, 2025

Total Return %* Percentile Rank Objective
YTD 40.85 14
3 months 28.04 8
6 months 62.95 13
1 Year 52.93 10
3 Year 36.77 39
5 Year 25.64 10
10 Year 22.96 16

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) -45.36
Bull Market (2/09 - 3/21) 2,446.14

Load Adjusted Returns as of Oct 31, 2025

1 Year 37.95
5 Year 23.23
10 Year 22.79
Since Inception 15.94

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -12.82 19.37 23.52 NA
2024 8.48 7.30 0.87 7.33
2023 16.93 12.07 -3.65 14.65
2022 -10.83 -21.20 -7.54 4.88
2021 11.05 9.87 -2.62 16.58
2020 -19.15 31.49 6.64 28.41

Annual Return

20252024202320222021202020192018201720162015
% Total Return 40.8526.0344.76-31.8638.5345.5954.44-9.0134.1516.129.62
% Total Return Rel to Index 23.641.0018.51-13.659.8427.1922.95-4.6212.354.198.23
% Total Return Rel to Peer 13.26-4.01-2.685.2320.50-3.7916.23-5.15-0.305.455.68
% Perf Quintile vs Peer* 0.000.004.002.001.004.001.005.004.002.001.00
% Dividends 0.000.000.000.000.000.040.000.000.000.000.00
% Yield 0.000.000.000.000.000.070.000.000.000.000.00
Capital Gains ($) 0.0010.014.071.898.425.684.473.972.762.472.28
Expense Ratio 1.511.521.551.541.541.561.571.571.581.651.67

* 1 = Top 20%, 5 = Bottom 20%