Nasdaq - Delayed Quote USD

Columbia Thermostat Inst (COTZX)

16.81
+0.05
+(0.30%)
At close: 8:04:13 PM EDT
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  • Previous Close 16.76
  • YTD Return 2.07%
  • Expense Ratio 0.58%
  • Category Tactical Allocation
  • Last Cap Gain -8.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 1.16B
  • Beta (5Y Monthly) 0.74
  • Yield 3.48%
  • 5y Average Return --
  • Holdings Turnover 114.00%
  • Last Dividend 0.57
  • Inception Date Sep 25, 2002

The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

Columbia Threadneedle

Fund Family

Tactical Allocation

Fund Category

1.16B

Net Assets

2002-09-25

Inception Date

More about Columbia Thermostat Inst

Performance Overview: COTZX

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Trailing returns as of 5/16/2025. Category is Tactical Allocation.

YTD Return

COTZX
2.07%
Category
9.69%
 

1-Year Return

COTZX
13.16%
Category
27.45%
 

3-Year Return

COTZX
5.82%
Category
8.85%
 

5-Year Return

COTZX
5.99%
Category
8.56%
 

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Holdings: COTZX

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Sector Weightings

SectorCOTZX
Technology   31.13%
Financial Services   13.66%
Healthcare   11.67%
Consumer Cyclical   10.73%
Communication Services   10.19%
Industrials   8.07%
Consumer Defensive   4.94%
Energy   3.21%
Real Estate   2.71%
Utilities   2.16%
Basic Materials   1.55%
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Recent News: COTZX

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Research Reports: COTZX

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