SLMCX: Columbia Seligman Comms & Info A

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SLMCX Columbia Seligman Comms & Info A


Profile

SLMCX - Profile

Vitals

  • YTD Return 11.9%
  • 3 Yr Annualized Return 5.9%
  • 5 Yr Annualized Return 9.4%
  • Net Assets $7.68 B
  • Holdings in Top 10 44.6%

52 WEEK LOW AND HIGH

$89.59
$54.36
$96.41

Expenses

OPERATING RELATED FEES

  • Expense Ratio 1.23%

SALES FEES

  • Front Load 5.75%
  • Deferred Load N/A

BROKERAGE FEES

  • Turnover 37.00%

TRADING FEES

  • Max Redemption Fee N/A

Min Investment

  • Standard (Taxable) $2,000
  • IRA $1,000

Fund Classification

  • Primary Caregory
  • Fund Type Open End Mutual Fund
  • Investment Style Technology

Distributions

  • YTD Total Return 11.9%
  • 3 Yr Annualized Total Return 5.9%
  • 5 Yr Annualized Total Return 9.4%
  • Capital Gain Distribution Frequency Annually
  • Net Income Ratio 0.54%
DIVIDENDS
  • Dividend Yield 0.0%
  • Dividend Distribution Frequency Annually

Fund Details

  • Legal Name
    Columbia Seligman Communications and Information Fund
  • Fund Family Name
    Columbia
  • Inception Date
    Jun 23, 1983
  • Shares Outstanding
    N/A
  • Share Class
    A
  • Currency
    USD
  • Domiciled Country
    United States
  • Manager
    Paul Wick

Fund Description

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, it invests in companies operating in the information technology and telecommunications sectors as well as those in the media industry. The fund may invest up to 25% of its net assets in foreign investments. It is non-diversified.


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Categories

Performance

SLMCX - Performance

Return Ranking - Trailing

Period SLMCX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.9% -17.1% 57.9% 85.06%
1 Yr 12.7% -12.6% 57.8% 86.55%
3 Yr 5.9%* -15.9% 28.2% 79.25%
5 Yr 9.4%* -13.1% 27.2% 68.75%
10 Yr N/A* -0.9% 19.8% 17.36%

* Annualized

Return Ranking - Calendar

Period SLMCX Return Category Return Low Category Return High Rank in Category (%)
2019 37.3% -3.0% 62.7% 32.94%
2018 -17.6% -49.7% 4.3% 67.50%
2017 20.7% -17.3% 55.5% 83.66%
2016 6.8% -17.1% 32.1% 44.44%
2015 -1.4% -17.6% 11.6% 53.47%

Total Return Ranking - Trailing

Period SLMCX Return Category Return Low Category Return High Rank in Category (%)
YTD 11.9% -17.1% 57.9% 85.06%
1 Yr 12.7% -12.6% 57.8% 86.55%
3 Yr 5.9%* -15.9% 31.5% 85.53%
5 Yr 9.4%* -13.1% 35.3% 81.94%
10 Yr N/A* -0.9% 23.7% 38.02%

* Annualized

Total Return Ranking - Calendar

Period SLMCX Return Category Return Low Category Return High Rank in Category (%)
2019 37.3% -3.0% 62.7% 32.94%
2018 -17.6% -49.7% 5.1% 76.25%
2017 20.7% -17.3% 55.5% 87.58%
2016 6.8% -17.1% 32.8% 59.72%
2015 -1.4% -13.9% 83.1% 75.69%

NAV & Total Return History


Holdings

SLMCX - Holdings

Concentration Analysis

SLMCX Category Low Category High SLMCX % Rank
Net Assets 7.68 B 75.8 K 44 B 11.35%
Number of Holdings 80 22 352 26.49%
Net Assets in Top 10 3.43 B 33.5 K 23.2 B 10.27%
Weighting of Top 10 44.60% 18.2% 88.1% 74.59%

Top 10 Holdings

  1. Lam Research Corp 6.87%
  2. Apple Inc 6.75%
  3. Broadcom Inc 5.26%
  4. Microsoft Corp 4.23%
  5. Synopsys Inc 4.20%
  6. Teradyne Inc 4.16%
  7. Alphabet Inc A 3.97%
  8. Visa Inc Class A 3.22%
  9. Alphabet Inc Class C 2.99%
  10. Marvell Technology Group Ltd 2.96%

Asset Allocation

Weighting Return Low Return High SLMCX % Rank
Stocks
97.30% 80.22% 100.13% 54.59%
Cash
2.63% -0.18% 19.79% 47.03%
Preferred Stocks
0.07% 0.00% 0.53% 5.95%
Other
0.00% -1.68% 9.76% 87.03%
Convertible Bonds
0.00% 0.00% 0.08% 94.59%
Bonds
0.00% 0.00% 0.22% 92.97%

Stock Sector Breakdown

Weighting Return Low Return High SLMCX % Rank
Technology
80.40% 1.32% 99.36% 20.54%
Communication Services
11.43% 0.00% 36.30% 63.78%
Financial Services
3.64% 0.00% 41.50% 62.70%
Industrials
3.33% 0.00% 46.04% 23.24%
Consumer Cyclical
1.03% 0.00% 31.80% 83.24%
Real Estate
0.18% 0.00% 8.60% 44.32%
Utilities
0.00% 0.00% 5.11% 92.97%
Healthcare
0.00% 0.00% 92.20% 97.84%
Energy
0.00% 0.00% 0.98% 92.97%
Consumer Defense
0.00% 0.00% 12.80% 92.97%
Basic Materials
0.00% 0.00% 1.08% 92.97%

Stock Geographic Breakdown

Weighting Return Low Return High SLMCX % Rank
US
88.71% 37.80% 98.65% 25.41%
Non US
8.59% 0.92% 58.51% 83.24%

Expenses

SLMCX - Expenses

Operational Fees

SLMCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Expense Ratio 1.23% 0.10% 26.92% 50.85%
Management Fee 0.87% 0.00% 1.95% 76.63%
12b-1 Fee 0.25% 0.00% 1.00% 57.80%
Administrative Fee N/A 0.04% 0.50% 29.35%

Sales Fees

SLMCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Front Load 5.75% 2.50% 5.75% 54.55%
Deferred Load N/A 1.00% 5.00% N/A

Trading Fees

SLMCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Max Redemption Fee N/A 1.00% 2.00% N/A

Related Fees

Turnover provides investors a proxy for the trading fees incurred by mutual fund managers who frequently adjust position allocations. Higher turnover means higher trading fees.

SLMCX Fees (% of AUM) Category Return Low Category Return High Rank in Category (%)
Turnover 37.00% 0.00% 732.00% 39.18%

Distributions

SLMCX - Distributions

Dividend Yield Analysis

SLMCX Category Low Category High SLMCX % Rank
Dividend Yield 0.00% 0.00% 6.76% 92.97%

Dividend Distribution Analysis

SLMCX Category Low Category High Category Mod
Dividend Distribution Frequency Annually Annually Quarterly Annually

Net Income Ratio Analysis

SLMCX Category Low Category High SLMCX % Rank
Net Income Ratio 0.54% -2.08% 1.95% 11.17%

Capital Gain Distribution Analysis

SLMCX Category Low Category High Capital Mode
Capital Gain Distribution Frequency Annually Annually Semi-Annually Annually

Dividend Payout History

View More +

Fund Manager Analysis

SLMCX - Fund Manager Analysis

Managers

Paul Wick


Start Date

Tenure

Tenure Rank

Jan 01, 1990

30.68

30.7%

Paul H. Wick joined the Columbia Management Investment Advisers, LLC in November 2008 when it acquired J. & W. Seligman & Co. Incorporated (Seligman), where he was a Managing Director. Mr. Wick is Team Leader and Portfolio Manager for Technology. Wick is a director and managing director of Seligman and Director of Seligman Advisors, Inc. and Seligman Services, Inc. He has been vice president and portfolio manager of Seligman Communications and Information Fund, Inc. since January 1990 and December 1989, respectively. He joined Seligman in August 1987 as an associate, investment Research and began his investment career since then. He was named managing director in January 1995 and was elected a director of Seligman in November 1997. Mr. Wick earned a B.A. from Duke and an M.B.A. from Duke/Fuqua.

Sanjay Devgan


Start Date

Tenure

Tenure Rank

Jun 04, 2013

7.25

7.3%

Mr. Devgan joined CMIA in 2012. Prior to joining CMIA as a Portfolio Analyst, he was a Vice President at Morgan Stanley providing equity research on the semiconductor industry. Prior to his work at Morgan Stanley, he was a Senior Financial Business Analyst at Cisco Systems covering operations finance and worldwide sales finance. Mr. Devgan began his investment career in 1995. He earned a B.S. from University of California and an M.B.A. from Santa Clara University.

Shekhar Pramanick


Start Date

Tenure

Tenure Rank

Jun 04, 2013

7.25

7.3%

Shekhar Pramanick, Ph.D., joined CMIA in 2012. Prior to joining CMIA as a Portfolio Analyst, Dr. Pramanick was a principal at Elemental Capital Partners focusing on global semiconductor devices, memory, capital equipment and disk drives. Prior to that, he was a semiconductor analyst at Seasons Capital Management. Mr. Pramanick began his investment career in 1993. He earned a B.S. from the National Institute of Technology, an M.S. from the University of Oregon and a Ph.D. from North Carolina State University.

Jeetil Patel


Start Date

Tenure

Tenure Rank

Jul 13, 2015

5.14

5.1%

Jeetil Patel joined Columbia Mangmt Investment Advisers, LLC in 2012. Prior to joining Columbia as a Portfolio Analyst, Mr. Patel was a managing director and senior internet analyst for Deutsche Bank Securities. Mr. Patel began his investment career in 1998 and earned a B.A. from University of California, Los Angeles.

Christopher Boova


Start Date

Tenure

Tenure Rank

Feb 19, 2016

4.53

4.5%

Mr. Boova joined one of the Columbia Management legacy firms or acquired business lines in 2000. Mr. Boova began his investment career in 1995 and earned two B.S. degrees from Worcester Polytechnic Institute, an M.A. from Georgetown University and an M.B.A. from the Wharton School at the University of Pennsylvania.

Vimal Patel


Start Date

Tenure

Tenure Rank

Feb 02, 2018

2.58

2.6%

Vimal Patel joined Columbia Mangmt Investment Advisers, LLC in 2014. Prior to joining Columbia, he was Vice President at Bertram Capital covering technology and business services from 2010 to 2014. Mr. Patel began his investment career in 2001 and earned a B.S. from North Carolina State University, an M.S. from the University of Colorado, Boulder, and an M.B.A. from the Anderson School of Management at the University of California, Los Angeles.

Tenure Analysis

Category Low Category High Category Average Category Mode
0.09 30.68 7.0 0.38