Columbia Seligman Global Technology Fund (SHGTX) belongs to the Technology Equities category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with SHGTX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to SHGTX
SHGTX charges 1.29% annually. There are 56 mutual funds in the Technology Equities category with lower expense ratios, going as low as 0.09%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Vanguard Information Technology Index Fund Admiral... | 0.09% | 144.20B | Mar 2004 | SHGTX vs VITAX | |
| Vanguard Communication Services Index Fund Admiral... | 0.10% | 6.30B | Mar 2005 | SHGTX vs VTCAX | |
| Franklin DynaTech Fund Class R6 | 0.48% | — | Jun 2013 | SHGTX vs FDTRX | |
| Alger AI Enablers & Adopters Z | 0.55% | — | Apr 2024 | SHGTX vs AAIZX | |
| Fidelity Advisor Technology Fund Class Z | 0.59% | — | Oct 2018 | SHGTX vs FIKHX |
Best Risk-Adjusted Alternatives to SHGTX
SHGTX has a PortfoliosLab risk / return rank of 97. There are 13 mutual funds in the Technology Equities category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity Select Tech Hardware Portfolio | 99 | — | Jul 1985 | SHGTX vs FDCPX | |
| ARK Venture Fund | 98 | — | Sep 2022 | SHGTX vs ARKVX | |
| Columbia Seligman Premium Technology Growth Closed... | 98 | — | Nov 2009 | SHGTX vs STK | |
| Fidelity Advisor Semiconductors Fund Class Z | 97 | — | Oct 2018 | SHGTX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 97 | — | Dec 2000 | SHGTX vs FELIX |
Top Performing SHGTX Alternatives (YTD)
SHGTX is at 58.37% YTD. There are 15 mutual funds in the Technology Equities category with higher YTD returns, going as high as 87.82%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Rydex Electronics Fund | 87.82% | — | Mar 1998 | SHGTX vs RYSIX | |
| Fidelity Select Semiconductors Portfolio | 85.56% | — | Jul 1985 | SHGTX vs FSELX | |
| Fidelity Advisor Semiconductors Fund Class Z | 85.07% | — | Oct 2018 | SHGTX vs FIKGX | |
| Fidelity Advisor Semiconductors Fund Class I | 84.99% | — | Dec 2000 | SHGTX vs FELIX | |
| Fidelity Advisor Semiconductors Fund Class A | 84.79% | — | Dec 2000 | SHGTX vs FELAX |
Lowest Volatility Alternatives to SHGTX
SHGTX has 26.07% 1-year volatility. There are 53 mutual funds in the Technology Equities category with lower 1-year volatility, going as low as 14.00%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| Gabelli Global Content & Connectivity Fund Class I | 14.00% | — | Nov 1993 | SHGTX vs GTTIX | |
| Towpath Technology Fund | 14.63% | — | Feb 2021 | SHGTX vs TOWTX | |
| Vanguard Communication Services Index Fund Admiral... | 15.38% | 6.30B | Mar 2005 | SHGTX vs VTCAX | |
| Saratoga Technology & Communications Portfolio | 16.51% | — | Oct 1997 | SHGTX vs STPAX | |
| Virtus Artificial Intelligence & Technology Opport... | 17.86% | — | Oct 2019 | SHGTX vs AIO |
Lowest Drawdown Alternatives to SHGTX
SHGTX has a 1-year max drawdown of -12.45%. There are 11 mutual funds in the Technology Equities category with shallower 1-year drawdowns, going as shallow as -8.14%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| ARK Venture Fund | -8.14% | — | Sep 2022 | SHGTX vs ARKVX | |
| Gabelli Global Content & Connectivity Fund Class I | -9.08% | — | Nov 1993 | SHGTX vs GTTIX | |
| Fidelity Select Tech Hardware Portfolio | -9.68% | — | Jul 1985 | SHGTX vs FDCPX | |
| Nationwide NYSE Arca Tech 100 Index Fund | -10.18% | — | Jun 1996 | SHGTX vs NWJCX | |
| Black Oak Emerging Technology Fund | -11.04% | — | Dec 2000 | SHGTX vs BOGSX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 8 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 97 | 58.65% | — | Jun 1983 | SHGTX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 68 | 8.09% | — | Mar 1998 | SHGTX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 68 | 8.15% | — | Nov 2012 | SHGTX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 66 | 7.98% | — | Nov 2002 | SHGTX vs LBSAX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 83 | 32.06% | — | Nov 2000 | SHGTX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 84 | 32.19% | — | Nov 2000 | SHGTX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 58 | 10.46% | — | Dec 1992 | SHGTX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 64 | 6.82% | — | Sep 1991 | SHGTX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 7.46% | — | Mar 2008 | SHGTX vs COSZX | |
| Columbia Thermostat Fund | Tactical Allocation | 78 | 3.49% | — | Sep 2002 | SHGTX vs COTZX |
Often Compared With SHGTX
Investors most often compare SHGTX with FPHAX, FSPGX, SPY. These 20 comparison targets span 14 categories, based on PortfoliosLab usage data.
Compare SHGTX with Any Fund or Stock
Compare SHGTX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair SHGTX with funds that move differently
Columbia Seligman Global Technology Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to SHGTX.
Explore SHGTX Diversifiers