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Morningstar

Columbia Thermostat A CTFAX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 14.92  /  0.07 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.500%
  • Expense Ratio 0.860%
  • Distribution Fee Level Low
  • Share Class Type Front Load
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium / Moderate
  • Status Open
  • TTM Yield 1.91%
  • Turnover 49%

USD | NAV as of Feb 07, 2023 | 1-Day Return as of Feb 07, 2023, 11:16 PM GMT+00:00

Morningstar’s Analysis CTFAX

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.

Tactical but not mercurial.

Analyst

Summary

| by Karen Zaya

Columbia Thermostat’s deceptively simple tactical process benefits from careful calibration based on thorough and compelling research. It earns an upgrade of its Process rating to Above Average from Average. The four cheapest shares now earn a Morningstar Analyst Rating of Bronze, while the two priciest ones retain their Neutral designations.

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