C
Columbia Thermostat Fund Institutional Class COTZX
NASDAQ
Recommendation
NAV
Total Assets
Dividend Yield
Turnover Ratio
Expense Ratio
Weiss Ratings COTZX-NASDAQ Click to
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Rating C
Reward Index Fair
Reward Grade C
Risk Index Fair
Risk Grade C
Company Info COTZX-NASDAQ Click to
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Provider Columbia Threadneedle
Manager/Tenure (Years) Alex M. Rivas (3), Corey Lorenzen (2)
Website http://www.columbiathreadneedleus.com
Fund Information COTZX-NASDAQ Click to
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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
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Dividend Yield 3.31%
Dividend COTZX-NASDAQ Click to
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Dividend Yield (Forward) 1.34%
Asset Allocation COTZX-NASDAQ Click to
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Cash 3.21%
Stock 35.00%
U.S. Stock 34.90%
Non-U.S. Stock 0.10%
Bond 61.54%
U.S. Bond 56.18%
Non-U.S. Bond 5.36%
Preferred 0.04%
Convertible 0.05%
Other Net 0.15%
Price History COTZX-NASDAQ Click to
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7-Day Total Return -0.16%
30-Day Total Return 1.58%
60-Day Total Return 3.21%
90-Day Total Return 4.17%
Year to Date Total Return 13.21%
1-Year Total Return 11.86%
2-Year Total Return 32.67%
3-Year Total Return 41.96%
5-Year Total Return 35.67%
Price COTZX-NASDAQ Click to
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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
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Nav $17.97
1-Month Low NAV $17.62
1-Month High NAV $18.00
52-Week Low NAV $15.24
52-Week Low NAV (Date) Apr 08, 2025
52-Week High NAV $18.00
52-Week High Price (Date) Sep 22, 2025
Beta / Standard Deviation COTZX-NASDAQ Click to
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Beta 0.51
Standard Deviation 8.82
Balance Sheet COTZX-NASDAQ Click to
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Total Assets 1.28B
Operating Ratios COTZX-NASDAQ Click to
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Expense Ratio 0.58%
Turnover Ratio 114.00%
Performance COTZX-NASDAQ Click to
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Last Bull Market Total Return 13.00%
Last Bear Market Total Return -6.81%