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    Columbia Thermostat R5 (CQTRX)

    14.37 Down 0.07(0.48%) Sep 4
    Prev Close:14.44
    YTD Return*:0.19%
    Net Assets*:1.13B
    Yield*:2.24%

    * As of 31-Aug-15

    Quotes delayed, except where indicated otherwise. Currency in USD.

    Headlines

    • No Headlines available for CQTRX at this time.

    Top Holdings

    Symbol% AssetsYTD Return %
    Columbia Short Term Bond I32.16N/A
    Columbia US Government Mortgage I16.09N/A
    Columbia Intermediate Bond I16.08N/A
    Columbia Income Opportunities I15.95N/A
    Columbia Dividend Income I3.95N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.13B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.23%

    Performance & Risk

    YTD Return:0.19%
    5y Avg Return:10.06%
    Rank in Category (ytd):4
    % Rank in Category (ytd):0.47%
    Beta (3y):0.48
    Morningstar Risk Rating:4

    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. View More
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