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Morningstar

Columbia Thermostat Inst COTZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.91  /  +0.70 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.91%
  • Turnover 148%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis COTZX

Will COTZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COTZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the COTZX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of COTZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Systematically tactical, thoughtfully designed.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Columbia Thermostat benefits from a thoroughly vetted systematic approach.

by Karen Zaya
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings COTZX

More COTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 90.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Total Return Bond Inst3

12.53 157.5 Mil
—

Columbia Contrarian Core Inst3

12.47 156.7 Mil
—

Columbia Large Cap Enhanced Core Inst3

12.46 156.6 Mil
—

Columbia Corporate Income Inst3

10.03 126.0 Mil
—

Columbia US Treasury Index Inst3

10.03 126.0 Mil
—

Columbia Large Cap Index Inst3

9.96 125.2 Mil
—

Columbia Quality Income Inst3

7.52 94.5 Mil
—

Columbia Diversified Fixed Inc Allc ETF

5.02 63.2 Mil
—

Columbia Small Cap Index Inst3

5.02 63.1 Mil
—

Columbia High Yield Bond Inst3

4.99 62.7 Mil
—