CQTRX Mutual Fund
CQTRX Mutual Fund
Columbia Thermostat Fund Institutional II Class
CQTRX Mutual Fund Overview
CQTRX Mutual Fund (Columbia Thermostat Fund Institutional II Class) is managed by Columbia Threadneedle Investments with $89.6M in net assets. CQTRX expense ratio is 0.58%, holding 12 positions across sectors including Unknown, Other. Inception date: 2012-11-08.
CQTRX performance shows a YTD return of 3.18%. The 1-year return is 9.19% and the 5-year return is 4.61%. CQTRX dividend yield stands at 3.32%, 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%). View all CQTRX holdings, sector breakdown, or dividend history.
CQTRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CQTRX alternatives are available via the screener, along with tax-loss harvesting opportunities.