Columbia Global Technology Growth Fund

Frequently Asked Questions About CGTUX

What does CGTUX invest in?

The Columbia Global Technology Growth Fund primarily allocates its capital, committing a minimum of 80% of its net assets (including any funds borrowed for investment) to equity instruments. These investments, which comprise common shares, preferred stocks, and convertible securities, target technology enterprises that are expected to profit from technological innovations, advancements, or developments. Additionally, at least a quarter (25%) of the fund's total net assets will be designated, at the time of purchase, for companies whose main business operations are within the technology sector and its related industries.

What is the expense ratio of CGTUX?

Columbia Global Technology Growth Fund (CGTUX) charges an expense ratio of 0.81%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CGTUX?

Columbia Global Technology Growth Fund (CGTUX) manages $5.60B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CGTUX actively managed or an index fund?

CGTUX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CGTUX launched?

Columbia Global Technology Growth Fund (CGTUX) launched in March 2016 and is managed by Columbia Threadneedle.

How has CGTUX performed?

CGTUX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.