Columbia Thermostat Fund Class A
CTFAX
NASDAQ
| Weiss Ratings | CTFAX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C- | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CTFAX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Alex M. Rivas (3), Corey Lorenzen (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CTFAX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Thermostat Fund Class A | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 03, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CTFAX-NASDAQ | Click to Compare |
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| Dividend Yield | 2.94% | |||
| Dividend | CTFAX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.24% | |||
| Asset Allocation | CTFAX-NASDAQ | Click to Compare |
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| Cash | 4.21% | |||
| Stock | 25.11% | |||
| U.S. Stock | 25.02% | |||
| Non-U.S. Stock | 0.09% | |||
| Bond | 70.35% | |||
| U.S. Bond | 64.11% | |||
| Non-U.S. Bond | 6.24% | |||
| Preferred | 0.05% | |||
| Convertible | 0.06% | |||
| Other Net | 0.22% | |||
| Price History | CTFAX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.27% | |||
| 30-Day Total Return | 0.00% | |||
| 60-Day Total Return | 0.65% | |||
| 90-Day Total Return | 3.11% | |||
| Year to Date Total Return | 14.30% | |||
| 1-Year Total Return | 11.84% | |||
| 2-Year Total Return | 27.20% | |||
| 3-Year Total Return | 33.87% | |||
| 5-Year Total Return | 28.74% | |||
| Price | CTFAX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CTFAX-NASDAQ | Click to Compare |
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| Nav | $18.52 | |||
| 1-Month Low NAV | $18.30 | |||
| 1-Month High NAV | $18.59 | |||
| 52-Week Low NAV | $15.55 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $18.65 | |||
| 52-Week High Price (Date) | Oct 28, 2025 | |||
| Beta / Standard Deviation | CTFAX-NASDAQ | Click to Compare |
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| Beta | 0.51 | |||
| Standard Deviation | 7.71 | |||
| Balance Sheet | CTFAX-NASDAQ | Click to Compare |
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| Total Assets | 1.31B | |||
| Operating Ratios | CTFAX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.83% | |||
| Turnover Ratio | 114.00% | |||
| Performance | CTFAX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.82% | |||
| Last Bear Market Total Return | -6.88% | |||