CQTRX Mutual Fund

CQTRX Mutual Fund (Columbia Thermostat Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $89.8M in net assets. CQTRX expense ratio is 0.58%, holding 12 positions across various sectors. Inception date: 2012-11-08.

CQTRX performance shows a YTD return of 2.40%. The 1-year return is 7.43% and the 5-year return is 4.27%. CQTRX dividend yield stands at 3.30%, paid semi-annually.

CQTRX top holdings include Columbia Total Return Bond Fun (17.3%), Columbia Select Corporate Income Fund (13.8%), Columbia US Treasury Index Fund (13.8%), Columbia US Government Mortgage Columbia Quality Income Fund (10.4%), Columbia Large Cap Enhanced Core Fund (7.5%). Go to all CQTRX holdings, CQTRX sectors, or CQTRX dividends.

CQTRX can be compared against other funds. Use CQTRX overlap to find shared positions, or CQTRX vs another fund for a side-by-side view. CQTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.