Columbia Thermostat A
Columbia Acorn Trust227 W Monroe Ste 3000Chicago, IL 60606
Map
Phone: 800-345-6611
| Category: | Moderate Allocation | | Fund Family: | Columbia | | Net Assets: | 1.04B | | Year-to-Date Return: | 2.80% | | Yield: | 1.62% | | Morningstar Rating: |  | | Fund Inception Date: | Mar 2, 2003 |
|
Charles P. McQuaid
Lead Manager since Sep 24, 2002 | | | Charles P. McQuaid, CFA â 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 |
| Min Initial Investment: | 2,000 | | Min Initial Investment, IRA: | 1,000 | | Min Initial Investment, AIP: | 100 | | Min Subsequent Investment: | 100 | | Min Subsequent Investment, IRA: | 100 | | Min Subsequent Investment, AIP: | 100 |
|
| |
| 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. |
| Last Dividend
(Jul 29, 2010)
:
| 0.22 | | Last Cap Gain
:
| 0.00 | | Annual Holdings Turnover
(May 15, 2013)
:
| 109.00% | | Average for Category: | 71.92% |
|
| Expense | CTFAX | Category Avg |
|---|
| Annual Report Expense Ratio (net): | 0.50% | 0.98% | | Prospectus Net Expense Ratio: | 1.15% | N/A | | Prospectus Gross Expense Ratio: | 1.46% | N/A | | Max 12b1 Fee: | 0.25% | N/A | | Max Front End Sales Load: | 5.75% | 5.29% | | Max Deferred Sales Load:
| N/A | 2.51% | | 3 Yr Expense Projection*: | 981 | 597 | | 5 Yr Expense Projection*: | 1,299 | 921 | | 10 Yr Expense Projection*: | 2,196 | 1,819 |
|
|
0.04(0.26%) May 17