Columbia Seligman Technology and Information Fund Institutional Class (CCIZX)

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Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) is up 53.2% since the beginning of the year. CCIZX is currently trading at $291 per share. Investors who bought $1,000 worth of CCIZX shares 5 years ago would now be looking at an investment worth $3,180.

Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) has returned 53.19% so far this year and 118.83% over the past 12 months. Looking at the last ten years, CCIZX has achieved an annualized return of 27.87%, outperforming the S&P 500 Index benchmark, which averaged 13.75% per year.

Based on dividend-adjusted daily data since Jan 3, 2011, CCIZX's average daily return is +0.09%, while the average monthly return is +1.82%. At this rate, an investment would double in approximately 3.2 years.

Historically, 62% of months were positive and 38% were negative. The best month was Apr 2026 with a return of +28.4%, while the worst month was Mar 2020 at -13.7%. The longest winning streak lasted 8 consecutive months, and the longest losing streak was 4 months.

On a daily basis, CCIZX closed higher 55% of trading days. The best single day was Apr 9, 2025 with a return of +12.7%, while the worst single day was Mar 16, 2020 at -14.3%.

Columbia Seligman Technology and Information Fund Institutional Class has an annualized alpha of 6.46%, beta of 1.25, and R2 of 0.80 versus S&P 500 Index. Calculated based on daily prices since January 04, 2011.

• This fund captured 146.29% of S&P 500 Index gains and 106.18% of its losses - amplifying both gains and losses, but participating more in upside than downside.
• This fund generated an annualized alpha of 6.46% versus S&P 500 Index - delivering returns beyond what market exposure alone would predict.

CCIZX has an expense ratio of 0.91%, placing it in the medium range.

CCIZX ranks 97 for risk / return — in the top 97% of mutual funds on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

The table below present risk-adjusted performance metrics for Columbia Seligman Technology and Information Fund Institutional Class (CCIZX) and compare them to S&P 500 Index.

Columbia Seligman Technology and Information Fund Institutional Class provided a 5.22% dividend yield over the last twelve months, with an annual payout of $15.16 per share.

The table displays the monthly dividend distributions for Columbia Seligman Technology and Information Fund Institutional Class. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Columbia Seligman Technology and Information Fund Institutional Class. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Columbia Seligman Technology and Information Fund Institutional Class was 37.20%, occurring on Oct 14, 2022. Recovery took 316 trading sessions.

The chart below shows the rolling one-month volatility.