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Columbia Thermostat Fund Institutional Class (COTZX)

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16.69 +0.01    +0.06%
07:00:00 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 651.37M
Type:  Fund
Market:  United States
Issuer:  Columbia
Asset Class:  Equity
Columbia Thermostat Z 16.69 +0.01 +0.06%

COTZX Overview

 
Find basic information about the Columbia Thermostat Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add COTZX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.
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Rating
1-Year Change11.42%
Prev. Close16.68
Risk Rating
TTM Yield2.80%
ROE31.80%
IssuerColumbia
Turnover62%
ROA15.12%
Inception Date37524
Total Assets651.37M
Expenses0.25%
Min. Investment2,000
Market Cap207.53B
CategoryTactical Allocation
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Performance

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YTD 3M 1Y 3Y 5Y 10Y
Growth of 1000 1070 1016 1186 1042 1464 1838
Fund Return 6.97% 1.62% 18.56% 1.39% 7.92% 6.28%
Place in category 149 65 122 119 34 22
% in Category 66 32 54 54 20 21

Top Equity Funds by Columbia Threadneedle

  Name Rating Total Assets YTD% 3Y% 10Y%
  Columbia Dividend Income Z 22.72B 15.18 7.90 11.04
  Columbia Dividend Income Y 9.46B 15.31 8.02 11.19
  Columbia Seligman Comms & Info A 8.37B 16.30 8.12 19.40
  Columbia Contrarian Core Z 6.19B 18.99 9.59 12.63
  Columbia Dividend Income A 4.84B 14.95 7.63 10.76

Top Funds for Tactical Allocation Category

  Name Rating Total Assets YTD% 3Y% 10Y%
  PIMCO All Asset Instl 10.97B 4.53 0.61 4.32
  Brighthouse Balanced Plus Portfolio 7.39B 5.64 -3.18 4.55
  Columbia Adaptive Risk Allocation Z 2.31B 7.84 0.76 5.08
  Horizon Active Risk Assist N 1.36B 13.63 2.88 4.96
  SEI Multi-Asset Accumulation F (SIM 1.18B 4.01 -3.87 2.78

Top Holdings

Name ISIN Weight % Last Change %
Columbia Total Return Bond Inst3 - 17.39 - -
Columbia US Treasury Index Inst3 - 13.93 - -
Columbia Corporate Income Inst3 - 13.92 - -
Columbia Quality Income Inst3 - 10.42 - -
Columbia Large Cap Enhanced Core Inst3 - 7.54 - -

Technical Summary

Type Daily Weekly Monthly
Moving Averages Buy Buy Buy
Technical Indicators Strong Buy Strong Buy Strong Buy
Summary Strong Buy Strong Buy Strong Buy
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