Columbia Thermostat benefits from a thoroughly vetted systematic approach.
Columbia Thermostat Inst COTZX
- NAV / 1-Day Return 15.91 / +0.70 %
- Total Assets 1.2 Bil
-
Adj. Expense Ratio
- 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.
People Pillar
Parent Pillar
- 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 | — |