Skip to Content

Columbia Thermostat Inst COTZX

Analyst rating as of
NAV / 1-Day Return
18.30  /  0.38 %
Total Assets
1.9 Bil
Adj. Expense Ratio
0.640%
Expense Ratio
0.640%
Fee Level
Low
Longest Manager Tenure
2.78 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.65%
Turnover
158%
Premium

Morningstar’s Analysis

Will COTZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A new market regime.

Summary

| |

Columbia Thermostat’s contrarian, systematic approach has provided strong downside protection in the past, but it was recently revamped and needs to prove itself through a variety of market conditions. The fund earns a Morningstar Analyst Rating of Neutral across its cheapest share classes. The most expensive share class earns a Negative rating.

Unlock our full analysis with Morningstar Premium