Columbia Thermostat’s contrarian, systematic approach has provided strong downside protection in the past, but it was recently revamped and needs to prove itself through a variety of market conditions. The fund earns a Morningstar Analyst Rating of Neutral across its cheapest share classes. The most expensive share class earns a Negative rating.
Will CTFDX 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 CTFDX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CTFDX 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 CTFDX’s parent organization’s priorities and whether they’re in line with investors’ interests.