Columbia Thermostat benefits from sound expertise implementing a thoughtfully constructed and systematic asset allocation approach.
Columbia Thermostat A CTFAX
- NAV / 1-Day Return 15.27 / +0.33 %
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.850%
- 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 2.44%
- Turnover 148%
USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CTFAX
Will CTFAX 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 | 31.46 | 412.4 Mil | — |
Columbia Total Return Bond Inst3 | 22.41 | 293.7 Mil | — |
Columbia Quality Income Inst3 | 17.81 | 233.4 Mil | — |
Columbia Diversified Fixed Inc Allc ETF | 9.01 | 118.1 Mil | — |
Columbia Corporate Income Inst3 | 8.99 | 117.8 Mil | — |
Columbia Contrarian Core Inst3 | 2.49 | 32.7 Mil | — |
Columbia Large Cap Enhanced Core Inst3 | 2.49 | 32.6 Mil | — |
Columbia Large Cap Index Inst3 | 2.00 | 26.2 Mil | — |
Columbia Small Cap Index Inst3 | 1.00 | 13.2 Mil | — |
Columbia Research Enhanced Core ETF | 1.00 | 13.0 Mil | — |