Columbia Thermostat benefits from sound expertise, implementing a thoughtfully constructed and systematic asset-allocation approach.
Columbia Thermostat Fund Institutional 3 Class CYYYX
- NAV / 1-Day Return 18.29 / +0.05 %
- Total Assets 1.3B
-
Adj. Expense Ratio
0.540%
- Expense Ratio 0.150%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.32%
- Turnover 84%
USD | NAV as of Jun 09, 2026 | 1-Day Return as of Jun 09, 2026, 12:11 AM GMT+0
Morningstar’s Analysis CYYYX
Will CYYYX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
The People Pillar is our evaluation of the CYYYX 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 CYYYX’s parent organization’s priorities and whether they’re in line with investors’ interests.
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 97.6
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
Columbia Total Return Bond Inst3 | 19.86 | 258M | — |
Columbia US Treasury Index Inst3 | 15.90 | 207M | — |
Columbia Select Corporate Income Inst 3 | 15.89 | 207M | — |
Columbia Quality Income Inst3 | 11.91 | 155M | — |
Columbia High Yield Bond Inst3 | 7.98 | 104M | — |
Columbia Diversified Fixed Inc Allc ETF | 7.97 | 104M | — |
Columbia Large Cap Enhanced Core Inst3 | 5.03 | 65M | — |
Columbia Contrarian Core Inst3 | 5.02 | 65M | — |
Columbia Large Cap Index Inst3 | 4.02 | 52M | — |
Columbia Research Enhanced Core ETF | 4.00 | 52M | — |
United States