Morningstar

Columbia Thermostat Fund Institutional Class COTZX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $18.08  /  +0.17 %
  • Fund Size $1.2B
  • Adjusted Expense Ratio 0.620%
  • Net Expense Ratio 0.240%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Tactical Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) Medium/Moderate
  • Investment Status Open
  • TTM Yield 3.31%
  • Turnover Ratio 84%
NAV and 1-Day Return as of

Morningstar’s Analysis COTZX

Will COTZX outperform in the 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.

A disciplined approach to downside protection.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

Columbia Thermostat benefits from sound expertise, implementing a thoughtfully constructed and systematic asset-allocation approach.

by Mahi Roy
Rated on Published on

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Portfolio Holdings COTZX

More COTZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 97.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Select Corporate Income Inst 3

18.78 233M
—

Columbia Total Return Bond Inst3

18.72 232M
—

Columbia US Treasury Index Inst3

11.26 140M
—

Columbia Quality Income Inst3

11.21 139M
—

Columbia Diversified Fixed Inc Allc ETF

7.51 93M
—

Columbia High Yield Bond Inst3

7.51 93M
—

Columbia Large Cap Enhanced Core Inst3

6.21 77M
—

Columbia Contrarian Core Inst3

6.19 77M
—

Columbia Research Enhanced Core ETF

4.96 62M
—

Columbia Large Cap Index Inst3

4.95 61M
—

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