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Address And Details

P. O. Box 219104 , Kansas City, MO 64121-9104
Fund Manager Team Managed
Manager Tenure

Strategy And Objective

Columbia Seligman Communications and Information Fund (the Fund) seeks to provide shareholders with capital gain. Under normal market conditions, the Fund will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in securities of companies operating in the communications, information and related industries. Accordingly, the Fund invests in companies operating in the information technology and telecommunications sectors as well as those in the media industry. In addition, as noted above, the Fund may invest in related industries, which provides the Fund with broad investment flexibility to invest in any industry and many of the issuers in which the Fund invests are technology and technology-related companies. These technology and technology-related companies may include companies operating in any industry, including but not limited to software, hardware, health care, medical technology and technology services, such as the internet. The Fund may invest up to 25% of its net assets in foreign investments. The Fund may invest in securities of large capitalization companies that are well established and can be expected to grow with the market. The Fund may also invest in small-to-medium size capitalization companies that the Fund s portfolio managers believe provide opportunities to benefit from the rapidly changing technologies and the expansion of the communications, information and related industries. These securities generally include common stocks. The Fund is non-diversified, which means that it can invest a greater percentage of its assets in the securities of fewer issuers than can a diversified fund.

Net Asset Value

as of 5:27 PM ET 01/14/2022

Performance

  • 1 Week
  • +1.25%
  • 1 Month
  • +1.74%
  • 3 Months
  • -1.17%
  • 1 Yr Return
  • +13.70%
  • 5 Yr Return
  • +106.47%

Equity Sector Breakdown

Technology 85.76%
Services 2.75%
NonDurables 2.18%
RetailTrade 0.82%
Health 0.22%
Utilities 0.09%
Finance 0.03%
ConsumerDurables n/a
Energy n/a
IndustrialCyclical n/a

Asset Allocation

Asset Type % Of Allocation
Stocks 99.61%
ForeignStocks 3.75%
Preferred 0.03%
Cash 0.00%
Bonds 0.00%
Convertible 0.00%
Other 0.00%
ForeignBonds 0.00%
ForeignHedged 0.00%
Total Net Assets 8.13 B

Risk Measures

Criteria 3 Years 5 Years 10 Years
Alpha 12.14 8.53 4.11
Beta 1.17 1.15 1.15
R Squared 0.83 0.76 0.70
Std Deviation 22.46 20.41 17.92
Sharpe Ratio 2.13 1.57 n/a

Purchase Information

as of 5:23 PM ET 01/13/2022
Minimum Initial $2000
Minimum Additional $0
Minimum Initial IRA $1000

Performance

Timeframe Average Annual Current Performance Monthly As Of 12/31/2021 Average Annual Current Performance Quarterly As Of 12/31/2021 Avg Annual Current Performance Monthly As Of 12/31/2021 Avg Annual Current Performance Quarterly As Of 12/31/2021
1 Year
  • +38.93%
  • +38.93%
+38.93% +38.93%
3 Year
  • +45.58%
  • +45.58%
+45.58% +45.58%
10 Year
  • +23.15%
  • +23.15%
+23.15% +23.15%
Life Of Fund
  • +15.50%
  • +15.50%
+15.50% +15.50%

Top 10 Holdings

Symbol Company Name % Of Assets
LRCX LAM RESEARCH CORP 6.90%
AAPL APPLE INC 5.25%
SYNA SYNAPTICS INC 4.29%
TER TERADYNE INC 4.11%
GOOGL ALPHABET INC CLASS A 3.90%
AVGO BROADCOM INC 3.87%
SNPS SYNOPSYS INC 3.72%
MSFT MICROSOFT CORP 3.57%
AMAT APPLIED MATERIALS INC 3.57%
GOOG ALPHABET INC CLASS C 3.34%

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