CSGZX Mutual Fund

CSGZX Mutual Fund

NAV$144.02
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Fund Essentials - as of Jul 31, 2026

Net Assets
$1.2B
Expense Ratio
1.00%
Dividend Yield (Current)
5.47%
Holdings
79
Inception Date
Sep 27, 2010
Fund Family
Columbia Threadneedle Investments
Investment Style
PRO
Asset Class
PRO
Legal Structure
PRO
Dividend Frequency
Annually

Performance

YTD+45.02%
1 Year+78.00%
3 Year+38.31%
5 Year+23.07%
10 Year+26.52%

Asset Allocation

Stocks: 98.06%
Bonds: 2.03%
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Top Holdings

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TickerNameWeight
BECfd Bloom Energy Corp- A8.02%
LRCXLrcx Uw Equity5.18%
AVGOBroadcom Inc5.04%
NVDANvidia Corp4.59%
GOOGLAlphabet Inc,class A3.74%
Top 10 Concentration: 41.56%Report Date: Jul 31, 2026
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Dividend Summary

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Dividend Yield (Current)
5.47%
Frequency
Annually
Latest Distribution
$8.75
-

Peer Comparison

Benchmark
PRO
Peer outperformance: PRO
Category rank: PRO
This Mutual Fund
PRO
Peer Avg
PRO

CSGZX Mutual Fund Overview

CSGZX Mutual Fund (Columbia Seligman Global Technology Fund Institutional Class) is managed by Columbia Threadneedle Investments with $1.20B in net assets. CSGZX expense ratio is 1.00%, holding 79 positions across sectors including Information Technology, Communication Services, Industrials. Inception date: 2010-09-27.

CSGZX performance shows a YTD return of 45.02%. The 1-year return is 78.00% and the 5-year return is 23.07%. CSGZX dividend yield stands at 5.47%, paid annually.

CSGZX top holdings include Cfd Bloom Energy Corp- A (8.0%), Lrcx Uw Equity (5.2%), Broadcom Inc (5.0%), Nvidia Corp (4.6%), Alphabet Inc,class A (3.7%). Go to all CSGZX holdings, CSGZX sectors, or CSGZX dividends.

CSGZX can be compared against other funds. Use CSGZX overlap to find shared positions, or CSGZX vs another fund for a side-by-side view. CSGZX alternatives are available via the screener, along with tax-loss harvesting opportunities.