Columbia Global Technology Growth Fund Celebrates 25-Year Anniversary

Core Insights - Columbia Global Technology Growth Fund (CTCAX) celebrates its 25-year anniversary, showcasing consistent long-term performance through a globally diversified portfolio of technology companies [1][2] - The fund has over $4.3 billion in total net assets and a 10-year annualized return of 22.27%, placing it in the top quartile of the Morningstar Technology category with a four-star Overall Morningstar Rating [2][6] Fund Management and Strategy - Managed by Rahul Narang, a veteran technology investor with over 30 years of experience, the fund employs a balanced investment approach targeting both secular growth and attractive value opportunities [3] - The investment strategy focuses on companies with sustainable competitive advantages and scalable business models, emphasizing disruptive global technology trends [3][4] Investment Philosophy - The fund's framework targets moat-type businesses and secular growth themes such as AI and cloud computing, allowing for a flexible yet disciplined portfolio construction [4] - With a low turnover rate of 7%, the fund reflects a long-term investment philosophy prioritizing cost efficiency and strategic conviction [5] Performance Metrics - As of September 30, 2025, the fund's performance metrics include a 1-year return of 29.93%, a 3-year return of 37.09%, a 5-year return of 18.64%, and a 10-year return of 22.27% [6] - The fund's expense ratio for the A share class is 1.17% net and gross, indicating a focus on maintaining cost efficiency [6]