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Columbia Thermostat Z (COTZX)

14.86 0.00(0.00%) Oct 1

Profile as of Aug 30, 2014Get Profile for:
Columbia Thermostat Z
Columbia Acorn Trust227 W Monroe Ste 3000Chicago, IL 60606
Map
Phone: 800-345-6611
Fund Overview 
Category:Conservative Allocation
Fund Family:Columbia
Net Assets:1.28B
Year-to-Date Return:4.70%
Yield:1.86%
Morningstar Rating:4 stars
Fund Inception Date:Sep 25, 2002
Morningstar Style Box 
Conservative Allocation
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Management Information 
Charles P. McQuaid
Lead Manager since Sep 25, 2002
Charles P. McQuaid, CFA — Chief Investment Officer, Columbia Wanger Asset Management, Lead Portfolio Manager, Columbia Acorn Fund (September 2003) Investment Focus: Telecommunication Services Columbia Wanger Asset Management, principal, 1992; co-portfolio manager, Columbia Acorn Fund, 1995 Harris Associates, analyst, 1978-1992; principal, 1983-1992 Equitable Life Insurance, Analyst, 1976-1978 Chartered Financial Analyst, 1980 MBA University of Chicago, 1976 BBA University of Massachusetts, 1974
Investment Information 
Min Initial Investment:2,000
Min Initial Investment, IRA:N/A
Min Initial Investment, AIP:N/A
Min Subsequent Investment:N/A
Min Subsequent Investment, IRA:N/A
Min Subsequent Investment, AIP:N/A
COTZX can be purchased from 89 brokerages.

Fund Summary 
The investment seeks long-term capital appreciation. The fund pursues its investment objective by investing in other mutual funds. It allocates at least 95% of its net assets (stock/bond assets) among a selected group of stock and bond mutual funds (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.

Fund Operations 
Last Dividend (Jun 3, 2014) : 0.01
Last Cap Gain : 0.00
Annual Holdings Turnover (Sep 29, 2014) : 92.00%
Average for Category:39.39%
Fees & Expenses 
ExpenseCOTZXCategory Avg
Annual Report Expense Ratio (net):0.25%0.84%
Prospectus Net Expense Ratio:0.80%N/A
Prospectus Gross Expense Ratio:0.81%N/A
Max 12b1 Fee:0.00%N/A
Max Front End Sales Load:N/A4.92%
Max Deferred Sales Load: N/A2.39%
3 Yr Expense Projection*:258572
5 Yr Expense Projection*:449888
10 Yr Expense Projection*:1,0011,792
* Per $10,000 invested