Columbia Thermostat Fund Advisor Class
Columbia Acorn Trust
227 W Monroe Ste 3000
Chicago, IL 60606
800-345-6611
Management Information
Anwiti B. Bahuguna,Lead Manager since May 23, 2018
Anwiti Bahuguna is a senior portfolio manager with the Global Asset Allocation Team at Columbia Threadneedle Investments. She is responsible for asset allocation research and portfolio management of the asset allocation funds and separately managed accounts. Dr. Bahuguna joined one of the Columbia Threadneedle Investments legacy firms in 2002. Previously, Dr. Bahuguna worked at Fleet in its corporate strategy and development group, where she provided investment banking analysis on transactions such as mergers and acquisitions in all types of financial services companies. Prior roles have also involved strategic planning for restructuring and positioning the corporation and its components for growth and expansion. She has been a member of the investment community since 1998. Dr. Bahuguna received a B.S. in economics and mathematics from St. Stephen’s College, Delhi University, and a Ph.D. in economics from Northeastern University.
Morningstar Style Box
Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--15% to 30% Equity
Fund FamilyColumbia
Net Assets1.12B
YTD Return15.17%
Yield1.73%
Morningstar Rating★★★★★
Inception DateNov. 7, 2012
Fund Operations
Last Dividend0.01
Last Cap Gain0.00
Holdings Turnover158.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCTORXCategory Average
Annual Report Expense Ratio (net)0.64%0.62%
Prospectus Net Expense Ratio0.64%N/A
Prospectus Gross Expense Ratio0.72%N/A
Max 12b1 Fee0.00%N/A
Max Front End Sales LoadN/A4.73%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection222N/A
5 Yr Expense Projection393N/A
10 Yr Expense Projection887N/A
© 2020 Verizon Media. All rights reserved.
