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Columbia Thermostat R5 (CQTRX)

14.98 0.00(0.00%) Sep 15
Prev Close:14.98
YTD Return*:4.82%
Net Assets*:1.28B
Yield*:1.87%

* As of 31-Aug-14

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 I34.19N/A
Columbia Intermediate Bond I21.33N/A
Columbia Income Opportunities I16.91N/A
Columbia US Government Mortgage I12.80N/A
Columbia Acorn International I2.97N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.28B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.23%

Performance & Risk

YTD Return:4.82%
5y Avg Return:12.17%
Rank in Category (ytd):60
% Rank in Category (ytd):8.23%
Beta (3y):0.86
Morningstar Risk Rating:5

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. View More
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