Columbia Acorn Trust, Thermostat Fund Class A: (MF: CTFAX)
(NASDAQ Mutual Funds) As of Jun 30, 2025 08:00 PM ET
$17.60 USD
+0.07 (0.40%)
Fund Description
The fund was incepted in September 2002 and is managed by Columbia Wanger Asset Management, L.P. The fund seeks long-term total return. The fund pursues its investment goal by investing in other mutual funds. As a 'fund of funds,' under normal circumstances, the management allocates at least 95% of its net assets among a selected group of stock and bond mutual funds according to the current level of the S&P 500 Index in relation to predetermined ranges set by the fund's investment advisors. When the S&P 500 goes up, the fund sells a portion of its stock funds and invests more in the bond funds; and when the S&P 500 goes down, the fund increases its investment in the stock funds. Under normal circumstances, the fund may invest up to 5% of its net assets in high quality short-term paper and government securities. The fund distributes dividends semi-annually and capital gains, if any, annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Thermostat A | CTFAX | 5.75 | NA | 0.00 | 0.25 | 0.10 | 0.50 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Thermostat C | CTFDX | 17.30 | 2/28/2003 | 2.36 | 11.43 | 5.60 | 5.01 |
| Columbia Thermostat A | CTFAX | 17.60 | 2/28/2003 | 3.07 | 12.23 | 6.38 | 5.80 |
| Columbia Thermostat Z | COTZX | 16.90 | 9/26/2002 | 3.37 | 12.55 | 6.64 | 6.06 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Thermostat A | CTFAX | 2000 | 0 | 1000 | S |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |