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Columbia Thermostat Fund Advisor Class (CTORX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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17.82-0.08 (-0.45%)
At close: 8:00PM EDT

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.
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Morningstar Category
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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