• 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

14.93 USD 0.000.00%

As of 09:29:30 ET on 09/19/2014.

Snapshot for Columbia Thermostat Fund (COTZX)

Year To Date: +4.21% 3-Month: +0.40% 3-Year: +9.83% 52-Week Range: 14.31 - 15.00
1-Month: -0.20% 1-Year: +5.89% 5-Year: +10.82% Beta vs SPX: 0.51

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  • COTZX:US 14.93
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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 2014-09-19) 14.93
Assets (M) (on 2014-09-19) 1,265.15
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) 5.54

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: 07/31/2014
Name Position Value % of Total
Columbia Funds Series Trust - 43,440,391 433,100,694 34.195%
Columbia Intermediate Bond Fun 29,326,970 270,101,394 21.325%
Columbia Income Opportunities 21,230,409 214,214,822 16.913%
Columbia U.S. Government Mortg 29,855,287 162,114,207 12.799%
Columbia Acorn International 786,602 37,662,515 2.974%
Columbia Dividend Income Fund 1,969,484 37,380,806 2.951%
Columbia Funds Series Trust I 1,291,342 28,035,037 2.213%
Columbia Acorn Fund 772,904 27,414,918 2.164%
Columbia Select Large Cap Grow 1,062,246 19,194,783 1.515%
Columbia Funds Series Trust - 949,723 18,833,002 1.487%

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

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