Columbia Thermostat benefits from sound expertise implementing a thoughtfully constructed and systematic asset allocation approach.
Columbia Thermostat Inst2 CQTRX
- NAV / 1-Day Return 15.34 / +0.92 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.560%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 2.83%
- Turnover 148%
USD | NAV as of May 03, 2024 | 1-Day Return as of May 03, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CQTRX
Will CQTRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 98.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia US Treasury Index Inst3 | 31.42 | 410.1 Mil | — |
Columbia Total Return Bond Inst3 | 22.40 | 292.4 Mil | — |
Columbia Quality Income Inst3 | 17.90 | 233.6 Mil | — |
Columbia Corporate Income Inst3 | 8.97 | 117.1 Mil | — |
Columbia Diversified Fixed Inc Allc ETF | 8.96 | 117.0 Mil | — |
Columbia Large Cap Enhanced Core Inst3 | 2.51 | 32.8 Mil | — |
Columbia Contrarian Core Inst3 | 2.50 | 32.6 Mil | — |
Columbia Large Cap Index Inst3 | 2.01 | 26.2 Mil | — |
Columbia Small Cap Index Inst3 | 1.01 | 13.2 Mil | — |
Columbia Research Enhanced Core ETF | 1.01 | 13.1 Mil | — |