CTFAX : Columbia Thermostat Fund Class A

CTFAX is a Allocation Market All-In-One with MODERATE fees.

CTFAX

Columbia Thermostat Fund Class A

FI Score

63 /100

Expense Ratio Rating

8 /10

Expense Rating

5 /10

Market Score

7 /10

Category Score

5 /10

Market Size

7 /10

63% FI Score
  • ctfax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Thermostat Fund Class A

Expenses: 0.50% (Better than 1% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why »

Fund Summary

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 the current level of 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.

Largest Holdings

Amount Holding
22.62% Columbia US Treasury Index Inst3
13.03% Columbia Quality Income Inst3
10.61% Columbia Large Cap Index Inst3
9.73% Columbia Short Term Bond Inst3
6.52% Columbia Diversified Fixed Inc Allc ETF
6.49% Columbia Total Return Bond Inst3
6.49% Columbia Corporate Income Inst3
3.57% Columbia Acorn International Inst3
3.54% Columbia Large Cap Enhanced Core Inst3
3.54% Columbia Contrarian Core Inst3
3.53% Columbia Research Enhanced Core ETF
3.49% Columbia Acorn Inst3
3.48% Columbia Dividend Income Inst3
3.37% Columbia Select Mid Cap Value Instl 3

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