Columbia Seligman Global Technology Fund

Shareclass

Columbia Seligman Global Tech A (SHGTX)

Type

Open-end mutual fund

Manager

Columbia Threadneedle

Gender equality score

/ 100 points

Overall score

Average Equileap Gender Equality Score of fund holdings, weighted by market value

Group ranking

54.7

percentile

Universe: Groups

Group: Sector Equity Funds

Ranking: 394 out of 867 funds

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Groups

Environment

Fossil fuels

Investments in coal, oil, and natural gas energy and utility companies, and related financial companies

Deforestation

Investments in deforestation-risk agricultural commodities, and related financial companies and consumer brands

Social

Gender equality

Gender equality group ranking, based on Equileap company data

Civilian firearms

Investments in civilian firearms manufacturers, and related gun retailers

Prison industrial complex

Investments in prisons and borders industry, including private prison operators

Military weapons

Investments in military arms manufacturers and services companies, including nuclear weapon manufacturers and servicers

Tobacco

Investments in tobacco and e-cigarette manufacturers, and tobacco-promoting entertainment companies

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Top scoring holdings

The top 10 holdings in this portfolio with the best scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. TeamViewer SE Bearer Shares
0.55% of assets
$13.35M invested
2. Lyft Inc Class A
0.86% of assets
$21.05M invested
3. Microsoft Corp
4.62% of assets
$112.68M invested
4. Salesforce Inc
1.77% of assets
$43.29M invested
5. Check Point Software Technologies Ltd
1.29% of assets
$31.52M invested
6. eBay Inc
2.57% of assets
$62.66M invested
7. Hewlett Packard Enterprise Co
0.93% of assets
$22.58M invested
8. Atlassian Corp A
0.42% of assets
$10.2M invested
9. Pinterest Inc Class A
1.16% of assets
$28.19M invested
10. Ansys Inc
0.47% of assets
$11.36M invested

Bottom scoring holdings

The bottom 10 holdings in this portfolio with the worst scores on the Equileap Gender Scorecard. In the case of ties, the holding with more assets invested is listed higher.

1. Varonis Systems Inc
0.47% of assets
$11.57M invested
2. Five9 Inc
0.54% of assets
$13.23M invested
3. RingCentral Inc Class A
0.87% of assets
$21.12M invested
4. Tripadvisor Inc
0.35% of assets
$8.56M invested
5. Advanced Energy Industries Inc
1.08% of assets
$26.35M invested
6. BILL Holdings Inc Ordinary Shares
0.18% of assets
$4.5M invested
7. Synaptics Inc
1.54% of assets
$37.56M invested
8. Kulicke & Soffa Industries Inc
0.41% of assets
$10.09M invested
9. Broadcom Inc
5.25% of assets
$127.95M invested
10. Coherent Corp
0.1% of assets
$2.38M invested

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Financial performance

Performance data provided by

Find more financial data on SHGTX at Morningstar.com

Gender Equality and Returns

Returns chart for Columbia Seligman Global Technology Fund

Enlarge

The figure above charts annualized returns and Gender Equality Fund grades. The orange marker represents this fund. The purple marker (if present) represents an assigned benchmark. Blue dots represent funds in the same Morningstar category as this fund. Dark gray dots represent funds in the same grading group as this fund. Returns are for the most recent available for this fund of 1, 3, 5, or 10 year annualized returns. The higher a fund is marked on the Y axis, the better its returns for the specified time period. The higher a fund is marked on the X axis, the better its Gender Equality Funds group ranking. Read more on the How it Works page.

Benchmarking tool

Current fund

SHGTX

Columbia Seligman Global Technology Fund

Family

Columbia Threadneedle

Category

Technology

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

8.76% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SHGTX

Columbia Seligman Global Technology Fund

Family

Columbia Threadneedle

Category

Technology

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

8.76% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Current fund

SHGTX

Columbia Seligman Global Technology Fund

Family

Columbia Threadneedle

Category

Technology

Find another fund

vs.

Benchmark

ACWI

iShares MSCI ACWI ETF

Family

iShares from BlackRock

Category

Global Large-Stock Blend

Change benchmark

Fund comparison settings

Investment timeline

Performance as of: 3/31/25

1 year

3 years

5 years

10 years

Benchmark

Suggested: MSCI ACWI

Fund comparison results

Compared to the benchmark, this fund has:

Higher 10-yr returns

8.76% more in annualized returns

Lower overall gender equality score

4 / 100 points lower

Lower gender balance in leadership and workforce score

2 / 40 points lower

Lower equal compensation and work life balance score

2 / 30 points lower

Same policies promoting gender equality score

0 / 20 points

Same commitment, transparency, and accountability score

0 / 10 points

Month-end trailing returns

Performance as of date: 3/31/25

Morningstar suggested benchmark: MSCI ACWI NR USD

Annualized returns

Gender-lens analysis

1-yr

3-yr

5-yr

10-yr

This fund
SHGTX - Columbia Seligman Global Technology Fund

1.52%

6.98%

22%

18%

51 / 100 points

Benchmark

7.43%

7.17%

15%

8.99%

55 / 100 points

Fund compared to benchmark

-5.91%

-0.19%

7.05%

8.76%

4 / 100 points lower

Find more financial data on SHGTX at Morningstar.com

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