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    Columbia Thermostat Y (CYYYX)

    14.56 Up 0.02(0.14%) Oct 9

    Profile as of Sep 29, 2015Get Profile for:
    Columbia Thermostat Y
    Columbia Acorn Trust227 W Monroe Ste 3000Chicago, IL 60606
    Phone: 800-345-6611
    Fund Overview 
    Category:Conservative Allocation
    Fund Family:Columbia
    Net Assets:1.11B
    Year-to-Date Return:-1.06%
    Morningstar Rating:4 stars
    Fund Inception Date:Nov 8, 2012
    Morningstar Style Box 
    Conservative Allocation
    [View Category Definition]
    View Top Conservative Allocation Funds
    About the Morningstar Style Box
    Management Information 
    Charles P. McQuaid
    Lead Manager since Sep 25, 2002
    Mr. McQuaid has been associated with the Investment Manager or its predecessors as an investment professional since 1978. He served as a Trustee of the Trust from 1992 until February 2015, as President of the Trust from 2003 through March 2014, and is currently a Vice President of the Trust. From October 2003 through March 2014, Mr. McQuaid served as President and Chief Investment Officer of the Investment Manager or its predecessors. Mr. McQuaid began his investment career in 1976 and earned a B.B.A. from the University of Massachusetts and an M.B.A. from the University of Chicago.
    Investment Information 
    Min Initial Investment:500,000
    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
    CYYYX can be purchased from 13 brokerages.

    Fund Summary 
    The investment seeks long-term capital appreciation. The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds. It allocates at least 95% of its net assets (stock/bond assets) among the 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 2, 2015) : 0.02
    Last Cap Gain : 0.00
    Annual Holdings Turnover (Oct 7, 2015) : 95.00%
    Average for Category:38.41%
    Fees & Expenses 
    ExpenseCYYYXCategory Avg
    Annual Report Expense Ratio (net):0.18%0.80%
    Prospectus Net Expense Ratio:0.71%N/A
    Prospectus Gross Expense Ratio:0.71%N/A
    Max 12b1 Fee:0.00%N/A
    Max Front End Sales Load:N/A4.86%
    Max Deferred Sales Load: N/A2.16%
    3 Yr Expense Projection*:227586
    5 Yr Expense Projection*:395940
    10 Yr Expense Projection*:8831,865
    * Per $10,000 invested