About CQTRX
Columbia Thermostat Fund Class Institutional 2 is a tactical allocation mutual fund designed to pursue long‑term total return through a rules‑based, automatically rebalancing strategy. The fund systematically adjusts its mix of equities and fixed income in response to market conditions, with allocations typically ranging between 10% and 90% in each asset class, and rebalancing in predefined 5% increments to maintain discipline across cycles. It invests primarily in affiliated underlying funds across U.S. large‑cap equities, small‑cap equities, Treasuries, investment‑grade corporates, high yield, and diversified fixed income, providing broad, multi‑sector exposure within a single vehicle. The approach aims to “buy low and sell high” by increasing equity exposure after market declines and trimming after rallies, seeking to reduce behavioral timing errors while remaining fully invested against a blended stock‑bond benchmark. Classified in the Tactical Allocation category, the strategy’s active shifts across regions and bond sectors are central to its mandate to balance capital appreciation and income over time, supported by a systematic framework and multi‑manager expertise.
Fund Family Columbia Threadneedle
Category Tactical Allocation
Performance Rating Above Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CQTRX
Share Class Institutional 2 Class
Index S&P 500 TR
CQTRX had a total return of 3.43% in the past year, including dividends. Since the fund's
inception, the average annual return has been 6.78%.
