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  • Fund Type: Fund of Funds
  • Objective: Dynamic Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Columbia Thermostat Fund

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CTORX:US

15.02 USD 0.02 0.13%

As of 20:00:00 ET on 05/26/2015.

Snapshot for Columbia Thermostat Fund (CTORX)

Year To Date: +1.90% 3-Month: +0.47% 3-Year: - 52-Week Range: 14.69 - 15.07
1-Month: -0.20% 1-Year: +4.51% 5-Year: - Beta vs SPX: 0.44

Mutual Fund Chart for CTORX

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  • CTORX:US 15.02
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Interactive CTORX Chart

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Fund Profile & Information for CTORX

Columbia Thermostat Fund is an open-end fund registered in the USA. The Fund's objective is to provide long-term total return. The Fund invests at least 95% of its net assets among a selected group of stocks and bond mutual funds according to the current level of the Standard & Poor's 500 Stock Index in relation to predetermined ranges set by the Fund's investment adviser.

Inception Date: 11-09-2012 Telephone: 1-800-345-6611
Managers: CHRISTOPHER J OLSON
Web Site: www.columbiafunds.com

Fundamentals for CTORX

NAV (on 2015-05-26) 15.02
Assets (M) (on 2015-05-21) 1,218.64
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for CTORX

Dividend Type Income
Dividend Frequency Irreg
Last Dividend Net (on 2014-12-22) 0.31
Dividend Yield (ttm) 3.52

Fees & Expenses for CTORX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.10
Redemption Fee -
12b1 Fee 0.00
Expense Ratio 0.25

Top Fund Holdings for CTORX

Filing Date: 03/31/2015
Name Position Value % of Total
Columbia Funds Series Trust - 44,614,857 444,363,980 36.004%
Columbia Intermediate Bond Fun 29,863,171 278,026,119 22.527%
Columbia Income Opportunities 22,085,747 222,624,334 18.038%
Columbia U.S. Government Mortg 30,078,921 166,938,010 13.526%
Columbia Acorn International 567,206 24,724,510 2.003%
Columbia Dividend Income Fund 1,298,844 24,392,290 1.976%
Columbia Acorn Fund 552,338 18,398,369 1.491%
Columbia Funds Series Trust I 831,211 18,203,519 1.475%
Columbia Acorn Select 534,035 12,298,816 0.996%
Columbia Large Cap Enhanced Co 564,010 12,182,612 0.987%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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