Columbia Thermostat Fund Institutional Class
COTZX
NASDAQ
| Weiss Ratings | COTZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | COTZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Alex M. Rivas (4), Corey Lorenzen (3) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | COTZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Thermostat Fund Institutional Class | |||
| Category | Tactical Allocation | |||
| Sub-Category | Flexible Allocation | |||
| Prospectus Objective | Growth | |||
| Inception Date | Sep 25, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | COTZX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.30% | |||
| Dividend | COTZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.32% | |||
| Asset Allocation | COTZX-NASDAQ | Click to Compare |
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| Cash | 3.93% | |||
| Stock | 34.76% | |||
| U.S. Stock | 34.48% | |||
| Non-U.S. Stock | 0.28% | |||
| Bond | 61.08% | |||
| U.S. Bond | 55.79% | |||
| Non-U.S. Bond | 5.29% | |||
| Preferred | 0.04% | |||
| Convertible | 0.05% | |||
| Other Net | 0.14% | |||
| Price History | COTZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.04% | |||
| 30-Day Total Return | 1.26% | |||
| 60-Day Total Return | 4.61% | |||
| 90-Day Total Return | 2.97% | |||
| Year to Date Total Return | 3.43% | |||
| 1-Year Total Return | 12.88% | |||
| 2-Year Total Return | 27.20% | |||
| 3-Year Total Return | 36.17% | |||
| 5-Year Total Return | 26.04% | |||
| Price | COTZX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | COTZX-NASDAQ | Click to Compare |
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| Nav | $18.35 | |||
| 1-Month Low NAV | $17.99 | |||
| 1-Month High NAV | $18.35 | |||
| 52-Week Low NAV | $16.81 | |||
| 52-Week Low NAV (Date) | Jun 02, 2025 | |||
| 52-Week High NAV | $18.35 | |||
| 52-Week High Price (Date) | Jun 01, 2026 | |||
| Beta / Standard Deviation | COTZX-NASDAQ | Click to Compare |
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| Beta | 0.48 | |||
| Standard Deviation | 7.52 | |||
| Balance Sheet | COTZX-NASDAQ | Click to Compare |
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| Total Assets | 1.30B | |||
| Operating Ratios | COTZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.62% | |||
| Turnover Ratio | 84.00% | |||
| Performance | COTZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.89% | |||
| Last Bear Market Total Return | -6.81% | |||