Columbia Thermostat Fund Institutional 3 Class
CYYYX
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- Columbia Thermostat Fund Institutional 3 Class (CYYYX) is a mutual fund managed by Columbia Threadneedle Investments that seeks long-term total return through a tactical asset allocation strategy between equities and fixed income, automatically rebalancing based on the S&P 500 Index price movements to implement a buy-low/sell-high approach. The fund invests primarily in a diversified portfolio of other Columbia funds, including Columbia Total Return Bond Inst3 (17.42%), Columbia Select Corporate Income Inst3 (13.99%), Columbia US Treasury Index Inst3 (13.94%), Columbia Quality Income Inst3 (10.46%), Columbia Large Cap Enhanced Core Inst3 (7.47%), Columbia Contrarian Core Inst3 (7.47%), Columbia Diversified Fixed Inc Allc ETF (6.96%), Columbia High Yield Bond Inst3 (6.95%), Columbia Research Enhanced Core ETF (6.00%), and Columbia Large Cap Index Inst3 (5.98%); it may allocate up to 5% of net assets plus daily cash inflows to cash, high-quality short-term paper, and government securities. Launched in 2002 and based in Boston, Massachusetts as part of Columbia Threadneedle Investments (an Ameriprise Financial brand with approximately $654 billion in assets under management as of June 30, 2025), the fund targets institutional investors seeking market-adaptive exposure across U.S. equity styles (large-cap growth, value, core, contrarian), market capitalizations, and fixed-income sectors including Treasuries, investment-grade corporates, high-yield bonds, mortgage-backed securities, and securitized assets. In the past 1-2 years, the fund has executed multiple automatic reallocations in response to S&P 500 fluctuations, including on October 27, 2025 (25% equity/75% fixed income at S&P 6791), August 29, 2025 (30%/70% at 6501), July 7, 2025 (35%/65% at 6279), June 11, 2025 (40%/60% at 6038), May 13, 2025 (45%/55% at 5844), April 7, 2025 (50%/50% at 5074), March 11, 2025 (35%/65% at 5614), March 6, 2025 (30%/70% at 5842), February 3, 2025 (25%/75% at 6040), and January 2, 2025 (30%/70% at 5881), utilizing a 31-day trading rule to mitigate taxable events; these shifts reflect heightened equity exposure during market declines and reductions amid rallies, with the strategy now employing dual allocation tables including a 10%-90% equity range for expensive market valuations. Performance prior to May 2018 followed a single allocation table, while the current principal strategy incorporates two forms, with the effective table in place since inception. Assets under management stand at approximately $1.3 billion, with a low expense ratio of 0.160% (net 0.58% per prospectus), and the fund operates exclusively in U.S. markets without noted subsidiaries, acquisitions, or major strategic shifts beyond ongoing rebalancing.