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Columbia Global Technology Growth Z (CMTFX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Global Technology Growth Z (CMTFX) Fund

    Last Trade: $30.07 on 9/22/2017, Change: +0.07 (0.23%)

 

Graph of Columbia Global Technology Growth Z Fund (CMTFX) ManagerFund Manager - Rahul Narang

Fund Manager Information

Fund Manager Tenure: 5.2 years
Fund Family: Columbia
Fund Category: Technology
Fund Performance: May 30, 2016
Fundmojo Fund Grade: *Master* (Score: 0.86)     (What does this score mean?)

 

Graph of Columbia Global Technology Growth Z Fund (CMTFX) ProfileColumbia Global Technology Growth Z Fund (CMTFX) Profile

Fund Profile and Description

Columbia Global Technology Growth Z Fund seeks capital appreciation. Columbia Global Technology Growth Z Fund normally invests at least 80% of net assets in equity securities of technology companies that may benefit from technological improvements, advancements or developments. It may invest foreign securities. Columbia Global Technology Growth Z Fund may invest in companies that have market capitalizations of any size and may invest a significant amount of its assets in smaller companies.

 

Columbia Global Technology Growth Z (CMTFX) Fund Strength What we like about Columbia Global Technology Growth Z (CMTFX) Fund

Data for Columbia Global Technology Growth Z Fund (CMTFX) as of May 30, 2016

  • Columbia Global Technology Growth Z Fund (CMTFX) management has been with Columbia Global Technology Growth Z Fund for 5.2 years
  • Columbia Global Technology Growth Z Fund (CMTFX) has good short-term performance (1-year return 3.48% vs -1.99% Technology category median performance)
  • Columbia Global Technology Growth Z Fund (CMTFX) has good mid-term performance (3-year return 19.55% vs 13.35% Technology category median performance)
  • Columbia Global Technology Growth Z Fund (CMTFX) has good Long-term performance (5-year return 12.13% vs 9.50% Technology category median performance)
  • Columbia Global Technology Growth Z Fund (CMTFX) ratio of up-years vs down years is greater than 2
  • Columbia Global Technology Growth Z Fund (CMTFX) has a Morningstar rating of 4 and above
  • Asset base in Columbia Global Technology Growth Z Fund (CMTFX) has been consistently increasing at a reasonable pace in the last 2 months. It shows investor confidence and market support
  • Columbia Global Technology Growth Z Fund (CMTFX) has an annual stock turnover rate of 60.00% vs Technology average of 81.69%. It is good that Columbia Global Technology Growth Z management does not trade extensively for its return.
  • Columbia Global Technology Growth Z Fund (CMTFX) is less volatile than its peers as it has a 3-year Standard Deviation of 14.72, lower than category average of 15.15
  • Columbia Global Technology Growth Z Fund (CMTFX) has a lower expense ratio than its Technology average: 1.15% vs 1.42%
  • Columbia Global Technology Growth Z Fund (CMTFX) is a true no-load fund as it has no load and no 12b1 promotion, distributions, marketing expenses

Columbia Global Technology Growth Z Fund (CMTFX) Weakness What we are cautious about Columbia Global Technology Growth Z (CMTFX) Fund

Data for Columbia Global Technology Growth Z Fund (CMTFX) as of May 30, 2016

  • As a Technology focused fund, Columbia Global Technology Growth Z Fund (CMTFX) is less diversified and has inherited sector risks associated with the fund
See Columbia Global Technology Growth Z Fund (CMTFX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Global Technology Growth Z Fund (CMTFX)Compare with other top Technology category mutual funds

Aadditional top Technology mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Global Technology Growth Z1.743.4819.5512.13
Fidelity Advisor Electronics A (FELAX)5.06-2.3419.8311.26Compare
MFS Technology A (MTCAX)3.208.4815.7212.94Compare
AllianzGI Technology D (DGTNX)4.867.0820.4612.50Compare

See top fund managers for Technology Category Funds

 

Compare Columbia Global Technology Growth Z Fund (CMTFX)Compare with Technology category ETFs

Some Technology ETFs for your consideration

ETFYear to DateOne YearThree Year
iShares North American Tech-Software (IGV)3.09%6.24%15.80%
PowerShares S&P SmallCap Info Tech ETF (PSCT)7.49%5.76%16.31%
iShares North American Tech (IGM)2.23%5.58%14.88%
SPDR Morgan Stanley Technology ETF (MTK)0.30%4.39%13.37%
Vanguard Information Technology ETF (VGT)1.95%1.19%14.39%

 

Graph of Columbia Global Technology Growth Z Fund (CMTFX) Net Asset TrackingColumbia Global Technology Growth Z (CMTFX) Fund Net Asset

Track net asset change of Columbia Global Technology Growth Z fund (CMTFX)

DateNet Asset
05/2016$523.43M
03/2016$511.54M
02/2016$456.15M
More historic net asset information on Columbia Global Technology Growth Z Fund (CMTFX)

  

Graph of Columbia Global Technology Growth Z Fund (CMTFX) Portfolio TrackingColumbia Global Technology Growth Z (CMTFX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Global Technology Growth Z fund (CMTFX)

DateCashStockBondOther
04/20163.85%95.76%0%0.39%
02/20163.45%96.55%0%0%
01/20161.3%98.7%0%0%
Click here to see more historic asset allocation information on Columbia Global Technology Growth Z Fund (CMTFX)

 

graph of Columbia Global Technology Growth Z Fund (CMTFX) Top 10 Position TrackingTop 10 Holdings in Columbia Global Technology Growth Z (CMTFX) Fund

Discover what Columbia Global Technology Growth Z Fund (CMTFX) manager is buying

Apr 29, 2016
Alphabet Inc. [6.18%]
Apple Inc. [3.69%]
Microsoft Corporation [3.34%]
Facebook, Inc. [3.32%]
Visa Inc. [3.03%]
Amazon.com, Inc. [2.92%]
Salesforce.com Inc Common Stock [2.14%]
Broadcom Limited [2.13%]
Activision Blizzard, Inc [2%]
Lam Research Corporation [1.95%]

Feb 28, 2016
Alphabet Inc. [7.34%]
Facebook, Inc. [4.08%]
Microsoft Corporation [4.04%]
Apple Inc. [3.6%]
Visa Inc. [3.16%]
Amazon.com, Inc. [2.83%]
Salesforce.com Inc Common Stock [2.13%]
Lam Research Corporation [2.09%]
Activision Blizzard, Inc [2.05%]
Cisco Systems, Inc. [1.86%]

Jan 30, 2016
Alphabet Inc. [7.88%]
Microsoft Corporation [4.54%]
Facebook, Inc. [4.33%]
Visa Inc. [3.29%]
Apple Inc. [3.15%]
Amazon.com, Inc. [2.52%]
Activision Blizzard, Inc [2.28%]
Lam Research Corporation [2.07%]
Salesforce.com Inc Common Stock [2.01%]
Cisco Systems, Inc. [1.71%]
Click here for Stock Holding Change Map in Columbia Global Technology Growth Z Fund (CMTFX)

  

Latest News on Columbia Global Technology Growth Z (CMTFX) Fund

See what is happening with Columbia Global Technology Growth Z Fund (CMTFX)

 

Columbia Global Technology Growth Z Fund (CMTFX) Related ResourcesSee more information on Columbia Global Technology Growth Z (CMTFX) Fund

Popular pages on Columbia Global Technology Growth Z (CMTFX) Fund

  

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