Columbia Thermostat Fund Class C
CTFDX
NASDAQ
Weiss Ratings | CTFDX-NASDAQ | Click to Compare |
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Rating | ||||
Reward Index | Weak | |||
Reward Grade | D+ | |||
Risk Index | Fair | |||
Risk Grade | C | |||
Company Info | CTFDX-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 | CTFDX-NASDAQ | Click to Compare |
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Fund Name | Columbia Thermostat Fund Class C | |||
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 | -- | |||
Back End Fee | 0.01 | |||
Dividends and Shares | CTFDX-NASDAQ | Click to Compare |
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Dividend Yield | 2.44% | |||
Dividend | CTFDX-NASDAQ | Click to Compare |
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Dividend Yield (Forward) | 1.51% | |||
Asset Allocation | CTFDX-NASDAQ | Click to Compare |
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Cash | 3.80% | |||
Stock | 34.30% | |||
U.S. Stock | 34.24% | |||
Non-U.S. Stock | 0.06% | |||
Bond | 61.76% | |||
U.S. Bond | 55.97% | |||
Non-U.S. Bond | 5.79% | |||
Preferred | 0.03% | |||
Convertible | 0.05% | |||
Other Net | 0.05% | |||
Price History | CTFDX-NASDAQ | Click to Compare |
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7-Day Total Return | 1.32% | |||
30-Day Total Return | 1.63% | |||
60-Day Total Return | 0.65% | |||
90-Day Total Return | 1.20% | |||
Year to Date Total Return | 2.43% | |||
1-Year Total Return | 10.66% | |||
2-Year Total Return | 15.47% | |||
3-Year Total Return | 16.05% | |||
5-Year Total Return | 29.34% | |||
Price | CTFDX-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 | CTFDX-NASDAQ | Click to Compare |
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Nav | $16.80 | |||
1-Month Low NAV | $15.63 | |||
1-Month High NAV | $16.80 | |||
52-Week Low NAV | $15.56 | |||
52-Week Low NAV (Date) | May 03, 2024 | |||
52-Week High NAV | $17.20 | |||
52-Week High Price (Date) | Dec 06, 2024 | |||
Beta / Standard Deviation | CTFDX-NASDAQ | Click to Compare |
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Beta | 0.49 | |||
Standard Deviation | 9.29 | |||
Balance Sheet | CTFDX-NASDAQ | Click to Compare |
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Total Assets | 1.16B | |||
Operating Ratios | CTFDX-NASDAQ | Click to Compare |
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Expense Ratio | 1.58% | |||
Turnover Ratio | 114.00% | |||
Performance | CTFDX-NASDAQ | Click to Compare |
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Last Bull Market Total Return | 12.37% | |||
Last Bear Market Total Return | -7.03% | |||