Columbia Thermostat employs a simple systematic approach but its reliance on a single backward-looking valuation metric to time equity exposure limits its appeal. As a result, it earns a Morningstar Analyst Rating of Neutral across all its share classes.
Columbia Thermostat A CTFAX
NAV / 1-Day Return
19.08
/
0.00
Total Assets
2.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.900%
Expense Ratio
0.900%
Fee Level
Low
Longest Manager Tenure
3.07
years
Category
Tactical Allocation
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Medium / ModerateStatus
Open
TTM Yield
1.35%
Turnover
97%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CTFAX outperform in 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 CTFAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CTFAX 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 CTFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
A rigid contrarian fund.
