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.
Will CTFAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CTFAX’s parent organization’s priorities and whether they’re in line with investors’ interests.