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    Columbia Thermostat R5 (CQTRX)

    14.97 Down 0.01(0.07%) Mar 31
    Prev Close:14.97
    YTD Return*:1.49%
    Net Assets*:1.26B
    Yield*:2.13%

    * As of 28-Feb-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 I36.02N/A
    Columbia Intermediate Bond I22.63N/A
    Columbia Income Opportunities I18.03N/A
    Columbia US Government Mortgage I13.52N/A
    Columbia Acorn International I2.00N/A

    Fund Basics

    Morningstar Overall Rating:
    Total Assets:1.26B
    Category:Conservative Allocation
    Annual Report Expense Ratio (net):0.23%

    Performance & Risk

    YTD Return:1.49%
    5y Avg Return:10.46%
    Rank in Category (ytd):79
    % Rank in Category (ytd):9.48%
    Beta (3y):0.58
    Morningstar Risk Rating:4

    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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