Columbia Thermostat benefits from sound expertise implementing a thoughtfully constructed and systematic asset allocation approach.
Columbia Thermostat Inst COTZX
- NAV / 1-Day Return 15.17 / 0.00
- Total Assets 1.3 Bil
-
Adj. Expense Ratio
- Expense Ratio 0.600%
- Distribution Fee Level Low
- Share Class Type Institutional
- Category Tactical Allocation
- Investment Style Large Blend
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 2.76%
- Turnover 148%
USD | NAV as of Mar 18, 2024 | 1-Day Return as of Mar 18, 2024, 10:14 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 98.7
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia US Treasury Index Inst3 | 31.41 | 418.8 Mil | — |
Columbia Total Return Bond Inst3 | 22.49 | 299.9 Mil | — |
Columbia Quality Income Inst3 | 18.04 | 240.6 Mil | — |
Columbia Corporate Income Inst3 | 8.97 | 119.6 Mil | — |
Columbia Diversified Fixed Inc Allc ETF | 8.97 | 119.6 Mil | — |
Columbia Contrarian Core Inst3 | 2.46 | 32.8 Mil | — |
Columbia Large Cap Enhanced Core Inst3 | 2.46 | 32.8 Mil | — |
Columbia Large Cap Index Inst3 | 1.97 | 26.2 Mil | — |
Columbia Research Enhanced Core ETF | 0.99 | 13.2 Mil | — |
Columbia Emerging Markets Inst3 | 0.98 | 13.1 Mil | — |