Columbia Thermostat Fund Institutional 3 Class
CYYYX
NASDAQ
| Weiss Ratings | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Alex M. Rivas (3), Corey Lorenzen (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Thermostat Fund Institutional 3 Class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 3.44% | |||
| Dividend | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.51% | |||
| Asset Allocation | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.29% | |||
| Stock | 51.49% | |||
| U.S. Stock | 51.40% | |||
| Non-U.S. Stock | 0.09% | |||
| Bond | 46.11% | |||
| U.S. Bond | 42.07% | |||
| Non-U.S. Bond | 4.04% | |||
| Preferred | 0.03% | |||
| Convertible | 0.01% | |||
| Other Net | 0.05% | |||
| Price History | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.37% | |||
| 30-Day Total Return | 2.54% | |||
| 60-Day Total Return | 6.00% | |||
| 90-Day Total Return | 3.86% | |||
| Year to Date Total Return | 5.47% | |||
| 1-Year Total Return | 12.31% | |||
| 2-Year Total Return | 20.81% | |||
| 3-Year Total Return | 22.17% | |||
| 5-Year Total Return | 32.88% | |||
| Price | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $16.94 | |||
| 1-Month Low NAV | $16.42 | |||
| 1-Month High NAV | $16.95 | |||
| 52-Week Low NAV | $15.36 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.03 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.50 | |||
| Standard Deviation | 9.43 | |||
| Balance Sheet | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.22B | |||
| Operating Ratios | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.50% | |||
| Turnover Ratio | 114.00% | |||
| Performance | CYYYX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 13.04% | |||
| Last Bear Market Total Return | -6.83% | |||