CTFAX Mutual Fund

CTFAX Mutual Fund (Columbia Thermostat Fund Class A) is managed by Columbia Threadneedle Investments with $371.1M in net assets. CTFAX expense ratio is 0.87%, holding 12 positions across various sectors. Inception date: 2003-03-03.

CTFAX performance shows a YTD return of 2.26%. The 1-year return is 7.12% and the 5-year return is 3.98%. CTFAX dividend yield stands at 2.95%, paid semi-annually.

CTFAX 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 CTFAX holdings, CTFAX sectors, or CTFAX dividends.

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