Morningstar

Columbia Thermostat Fund Institutional Class COTZX

Morningstar Medalist Rating
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  • NAV / 1-Day Return$18.01  /  −0.22%
  • Fund Size$1.2B
  • Adjusted Expense Ratio0.620%
  • Net Expense Ratio0.240%
  • Fee Level: DistributionLow
  • Share Class TypeInstitutional
  • Morningstar CategoryTactical Allocation
  • Equity Style Box (Funds)Large Blend
  • Fixed-Income Style Box (Funds)Medium/Moderate
  • Investment StatusOpen
  • TTM Yield3.28%
  • Turnover Ratio84%
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 Holdings96.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Select Corporate Income Inst 3

17.41210M
—

Columbia Total Return Bond Inst3

17.36209M
—

Columbia US Treasury Index Inst3

10.50126M
—

Columbia Quality Income Inst3

10.39125M
—

Columbia Contrarian Core Inst3

7.5791M
—

Columbia Large Cap Enhanced Core Inst3

7.5691M
—

Columbia Diversified Fixed Inc Allc ETF

6.9383M
—

Columbia High Yield Bond Inst3

6.9283M
—

Columbia Large Cap Index Inst3

6.0473M
—

Columbia Research Enhanced Core ETF

6.0473M
—

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