Morningstar

Columbia Thermostat Fund Institutional 2 Class CQTRX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 18.46  /  +0.27 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.580%
  • Expense Ratio 0.200%
  • 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 3.27%
  • Turnover 84%

USD | NAV as of Jul 16, 2026 | 1-Day Return as of Jul 16, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CQTRX

Will CQTRX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CQTRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CQTRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CQTRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A disciplined approach to downside protection.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Columbia Thermostat benefits from sound expertise, implementing a thoughtfully constructed and systematic asset-allocation approach.

by Mahi Roy
Rated on Published on

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Portfolio Holdings CQTRX

More CQTRX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 96.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Total Return Bond Inst3

17.39 223M
—

Columbia Select Corporate Income Inst 3

17.38 223M
—

Columbia Quality Income Inst3

10.44 134M
—

Columbia US Treasury Index Inst3

10.42 134M
—

Columbia Contrarian Core Inst3

7.53 97M
—

Columbia Large Cap Enhanced Core Inst3

7.48 96M
—

Columbia Diversified Fixed Inc Allc ETF

6.96 89M
—

Columbia High Yield Bond Inst3

6.95 89M
—

Columbia Research Enhanced Core ETF

5.98 77M
—

Columbia Large Cap Index Inst3

5.98 77M
—

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