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Columbia Thermostat Fund Institutional Class (COTZX)

US Funds

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16.56 +0.03 +0.18%

22/11 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 573.4M

Type: Fund

Market: United States

Issuer: Columbia

Asset Class: Equity

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COTZX Overview

Find basic information about the Columbia Thermostat Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add COTZX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Rating

1-Year Change10.57%

Prev. Close16.53

Risk Rating

TTM Yield2.80%

ROE31.80%

IssuerColumbia

Turnover62%

ROA15.12%

Inception Date37524

Total Assets573.4M

Expenses0.25%

Min. Investment2,000

Market Cap207.53B

CategoryTactical Allocation

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Columbia Thermostat Fund Institutional Class Analysis

Oil’s Iran Cliffhanger: What To Know And What To Expect By Barani Krishnan - Aug 17, 2022 31

EU attempting to revive Iran nuclear deal with market staying pessimistic Crude prices could rebound from oversold conditions but stay off 2022 highs Both Iran, US likely...

Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1070	1016	1186	1042	1464	1838
Fund Return	6.97%	1.62%	18.56%	1.39%	7.92%	6.28%
Place in category	149	65	122	119	34	22
% in Category	66	32	54	54	20	21

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	18.71B	15.18	7.90	11.04
Columbia Dividend Income Y	9.35B	15.31	8.02	11.19
Columbia Seligman Comms & Info A	8.26B	16.30	8.12	19.40
Columbia Contrarian Core Z	5.44B	18.99	9.59	12.63
Columbia Dividend Income A	4.79B	14.95	7.63	10.76

Top Funds for Tactical Allocation Category

Name	Total Assets	YTD%	3Y%	10Y%
PIMCO All Asset Instl	10.97B	4.53	0.61	4.32
Brighthouse Balanced Plus Portfolio	7.39B	5.64	-3.18	4.55
Columbia Adaptive Risk Allocation Z	2.26B	7.84	0.76	5.08
Horizon Active Risk Assist N	1.36B	13.63	2.88	4.96
SEI Multi-Asset Accumulation F (SIM	1.17B	4.01	-3.87	2.78

Top Holdings

Name	ISIN	Weight %	Last	Change %
Columbia Total Return Bond Inst3	-	17.39	-	-
Columbia US Treasury Index Inst3	-	13.93	-	-
Columbia Corporate Income Inst3	-	13.92	-	-
Columbia Quality Income Inst3	-	10.42	-	-
Columbia Large Cap Enhanced Core Inst3	-	7.54	-	-

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	Strong Buy	Strong Buy	Strong Buy
Summary	Strong Buy	Strong Buy	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Columbia Thermost.	16.56	+0.03	+0.18%