Columbia Thermostat Fund (CTFAX) Research
This fund primarily operates as a "fund of funds," seeking to achieve its investment objectives by strategically deploying its capital across a carefully chosen array of underlying mutual funds and exchange-traded funds (ETFs) that invest in both equities and fixed-income securities. A significant majority, at least 95% of its total net assets (specifically those designated for stocks and bonds), is allocated among these portfolio funds. This allocation adheres to a predefined schedule, which is determined by the current valuation of the Standard & Poor’s (S&P) 500® Index. Additionally, the fund maintains the option to invest up to 5% of its net assets, along with any cash received on a given day, in highly liquid assets such as cash, superior quality short-term debt instruments, and government-issued securities.
Market snapshot
- Symbol
- CTFAX
- Price
- $18.58
- Day change
- +0.54%
- Market cap
- $1.3B
- 52-week range
- 17.2-18.73
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Boston Partners All Cap Value Fund (BPAVX)
- Calvert Emerging Markets Equity Fund (CVMIX)
- Fidelity Freedom Blend 2060 Fund (FHANX)
- Fidelity Freedom Blend 2020 Fund (FHAVX)
- Principal LifeTime 2055 Fund (LTFIX)
- LSV Value Equity Fund (LVAEX)
- T. Rowe Price GNMA Fund (PRGMX)
- T. Rowe Price Spectrum International Equity Fund (PSILX)
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