• 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

14.97 USD 0.000.00%

As of 09:29:30 ET on 08/22/2014.

Snapshot for Columbia Thermostat Fund (COTZX)

Year To Date: +4.49% 3-Month: +1.67% 3-Year: +11.70% 52-Week Range: 14.11 - 14.97
1-Month: +0.54% 1-Year: +8.24% 5-Year: +11.97% Beta vs SPX: 0.51

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  • COTZX:US 14.97
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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 2014-08-22) 14.97
Assets (M) (on 2014-08-22) 1,280.81
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) 5.52

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: 06/30/2014
Name Position Value % of Total
Columbia Funds Series Trust - 43,905,626 438,178,145 33.969%
Columbia Intermediate Bond Fun 29,671,047 273,863,765 21.231%
Columbia Income Opportunities 21,289,256 219,066,441 16.983%
Columbia U.S. Government Mortg 30,095,393 164,621,800 12.762%
Columbia Acorn International 795,634 38,978,086 3.022%
Columbia Dividend Income Fund 2,007,244 38,679,596 2.999%
Columbia Acorn Fund 777,755 29,212,461 2.265%
Columbia Funds Series Trust I 1,328,826 29,088,010 2.255%
Columbia Select Large Cap Grow 1,083,210 19,508,612 1.512%
Columbia Funds Series Trust - 970,695 19,375,070 1.502%

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

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