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Columbia Thermostat Inst COTZX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.50  /  −0.06 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.610%
  • Expense Ratio 0.610%
  • Distribution Fee Level Low
  • Share Class Type Institutional
  • Category Tactical Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 2.81%
  • Turnover 148%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 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.

Systematically buying low and selling high.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

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

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Portfolio Holdings COTZX

  • 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

31.42 410.1 Mil

Columbia Total Return Bond Inst3

22.40 292.4 Mil

Columbia Quality Income Inst3

17.90 233.6 Mil

Columbia Corporate Income Inst3

8.97 117.1 Mil

Columbia Diversified Fixed Inc Allc ETF

8.96 117.0 Mil

Columbia Large Cap Enhanced Core Inst3

2.51 32.8 Mil

Columbia Contrarian Core Inst3

2.50 32.6 Mil

Columbia Large Cap Index Inst3

2.01 26.2 Mil

Columbia Small Cap Index Inst3

1.01 13.2 Mil

Columbia Research Enhanced Core ETF

1.01 13.1 Mil