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 | 3.24% | |||
| Dividend | COTZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 1.16% | |||
| Asset Allocation | COTZX-NASDAQ | Click to Compare |
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| Cash | 3.58% | |||
| Stock | 30.03% | |||
| U.S. Stock | 29.80% | |||
| Non-U.S. Stock | 0.23% | |||
| Bond | 66.18% | |||
| U.S. Bond | 59.69% | |||
| Non-U.S. Bond | 6.49% | |||
| Preferred | 0.04% | |||
| Convertible | 0.06% | |||
| Other Net | 0.10% | |||
| Price History | COTZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.44% | |||
| 30-Day Total Return | -1.58% | |||
| 60-Day Total Return | -0.77% | |||
| 90-Day Total Return | -1.37% | |||
| Year to Date Total Return | 1.62% | |||
| 1-Year Total Return | 2.73% | |||
| 2-Year Total Return | 15.77% | |||
| 3-Year Total Return | 37.83% | |||
| 5-Year Total Return | 22.98% | |||
| 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 | $17.95 | |||
| 1-Month Low NAV | $17.92 | |||
| 1-Month High NAV | $18.35 | |||
| 52-Week Low NAV | $17.21 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $18.43 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | COTZX-NASDAQ | Click to Compare |
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| Beta | 0.48 | |||
| Standard Deviation | 7.46 | |||
| Balance Sheet | COTZX-NASDAQ | Click to Compare |
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| Total Assets | 1.24B | |||
| 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% | |||