Production (Stage)
Columbia Thermostat Fund Class C
CTFDX
NASDAQ
| Weiss Ratings | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Alex M. Rivas (3), Corey Lorenzen (2) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Thermostat Fund Class C | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Mar 03, 2003 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | 0.01 | |||
| Dividends and Shares | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 2.41% | |||
| Dividend | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.44% | |||
| Asset Allocation | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 2.56% | |||
| Stock | 44.70% | |||
| U.S. Stock | 44.63% | |||
| Non-U.S. Stock | 0.07% | |||
| Bond | 52.63% | |||
| U.S. Bond | 48.03% | |||
| Non-U.S. Bond | 4.60% | |||
| Preferred | 0.03% | |||
| Convertible | 0.02% | |||
| Other Net | 0.06% | |||
| Price History | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 0.50% | |||
| 30-Day Total Return | 2.78% | |||
| 60-Day Total Return | 4.66% | |||
| 90-Day Total Return | 10.64% | |||
| Year to Date Total Return | 8.68% | |||
| 1-Year Total Return | 11.63% | |||
| 2-Year Total Return | 20.56% | |||
| 3-Year Total Return | 23.67% | |||
| 5-Year Total Return | 26.43% | |||
| Price | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $17.74 | |||
| 1-Month Low NAV | $17.35 | |||
| 1-Month High NAV | $17.74 | |||
| 52-Week Low NAV | $15.63 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $17.74 | |||
| 52-Week High Price (Date) | Jul 21, 2025 | |||
| Beta / Standard Deviation | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.51 | |||
| Standard Deviation | 9.18 | |||
| Balance Sheet | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 1.25B | |||
| Operating Ratios | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 1.58% | |||
| Turnover Ratio | 114.00% | |||
| Performance | CTFDX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.37% | |||
| Last Bear Market Total Return | -7.03% | |||