CTFAX – Columbia Thermostat A Investment Strategy | Morningstar

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Strategy

The investment seeks long-term capital appreciation. The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
COTDX	Columbia Thermostat Fund Class S	No Load	Open			Oct 2, 2024	$12.22M	0.620%	Low	$0	−$965,247.49
COTZX	Columbia Thermostat Fund Institutional Class	Institutional	Open			Sep 25, 2002	$667.62M	0.620%	Low	$2,000	−$42.55M
CQTRX	Columbia Thermostat Fund Institutional 2 Class	Institutional	Open			Nov 8, 2012	$80.16M	0.580%	Low	$0	−$9.66M
CYYYX	Columbia Thermostat Fund Institutional 3 Class	Institutional	Open			Nov 8, 2012	$12.24M	0.540%	Low	$1M	−$4.30M
CTFAX	Columbia Thermostat Fund Class A	Front Load	Open			Mar 3, 2003	$362.07M	0.870%	Low	$2,000	−$45.43M
CTFDX	Columbia Thermostat Fund Class C	Level Load	Open			Mar 3, 2003	$74.12M	1.620%	Low	$2,000	−$13.10M

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