• Fund Type: Fund of Funds
  • Objective: Dynamic Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Columbia Thermostat Fund

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COTZX:US

14.82 USD 0.06 0.41%

As of 09:29:30 ET on 10/17/2014.

Snapshot for Columbia Thermostat Fund (COTZX)

Year To Date: +3.45% 3-Month: -0.34% 3-Year: +9.94% 52-Week Range: 14.32 - 15.00
1-Month: -0.54% 1-Year: +4.49% 5-Year: +10.15% Beta vs SPX: 0.50

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  • COTZX:US 14.82
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Fund Profile & Information for COTZX

Columbia Thermostat Fund is an open-end fund registered in the USA. The Fund's objective is to provide long-term total return. The Fund invests at least 95% of its net assets among a selected group of stocks and bond mutual funds according to the current level of the Standard & Poor's 500 Stock Index in relation to predetermined ranges set by the Fund's investment adviser.

Inception Date: 09-25-2002 Telephone: 1-800-345-6611
Managers: CHRISTOPHER J OLSON
Web Site: www.columbiafunds.com

Fundamentals for COTZX

NAV (on 2014-10-17) 14.82
Assets (M) (on 2014-10-17) 1,256.66
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 0.00

Dividends for COTZX

Dividend Type Income
Dividend Frequency Annual
Last Dividend Net (on 2014-06-04) 0.01
Dividend Yield (ttm) 5.58

Fees & Expenses for COTZX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.10
Redemption Fee 0.00
12b1 Fee 0.00
Expense Ratio 0.25

Top Fund Holdings for COTZX

Filing Date: 08/29/2014
Name Position Value % of Total
Columbia Funds Series Trust - 40,601,664 404,798,587 31.830%
Columbia Intermediate Bond Fun 27,410,226 254,092,798 19.980%
Columbia Income Opportunities 20,083,002 205,449,115 16.155%
Columbia U.S. Government Mortg 27,835,376 151,702,797 11.929%
Columbia Dividend Income Fund 2,598,276 51,237,999 4.029%
Columbia Acorn International 1,050,823 50,733,730 3.989%
Columbia Funds Series Trust I 1,705,208 38,418,333 3.021%
Columbia Acorn Fund 1,027,003 38,348,299 3.015%
Columbia Select Large Cap Grow 1,344,876 25,687,136 2.020%
Columbia Acorn Select 984,091 25,645,420 2.017%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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