CTORX - Columbia Thermostat Adv

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Columbia Thermostat Adv

Columbia Acorn Trust227 W Monroe Ste 3000Chicago, IL 60606
Management Information
David L Frank,Lead Manager since April 30, 2016
Mr. Frank???s service with Wanger Select commenced in 2002. Mr. Frank has been associated with CWAM or its predecessors since 2002 and has been a Vice President of Wanger Advisors Trust since 2014. Mr. Frank began his investment career in 1998 and earned a B.A. from Yale University and an M.B.A. from the University of Chicago.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryAllocation--15% to 30% Equity
Fund FamilyColumbia
Net Assets907.12M
YTD Return5.10%
Morningstar Rating★★★★
Inception DateNov 7, 2012

Fund Operations

Last Dividend0.23
Last Cap Gain0.00
Holdings Turnover95.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCTORXCategory Average
Annual Report Expense Ratio (net)0.25%0.66%
Prospectus Net Expense Ratio0.76%N/A
Prospectus Gross Expense Ratio0.79%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A4.81%
Max Deferred Sales LoadN/A1.31%
3 Yr Expense Projection249N/A
5 Yr Expense Projection436N/A
10 Yr Expense Projection975N/A