COTDX Mutual Fund

COTDX Mutual Fund (Columbia Thermostat Fund Class S) is managed by Columbia Threadneedle Investments with $12.7M in net assets. COTDX expense ratio is 0.62%, holding 12 positions across various sectors. Inception date: 2024-10-02.

COTDX performance shows a YTD return of 2.42%. The 1-year return is 7.40% and the 5-year return is 4.23%. COTDX dividend yield stands at 3.28%, paid semi-annually.

COTDX top holdings include Columbia Total Return Bond Fun (17.3%), Columbia Select Corporate Income Fund (13.8%), Columbia US Treasury Index Fund (13.8%), Columbia US Government Mortgage Columbia Quality Income Fund (10.4%), Columbia Large Cap Enhanced Core Fund (7.5%). Go to all COTDX holdings, COTDX sectors, or COTDX dividends.

COTDX can be compared against other funds. Use COTDX overlap to find shared positions, or COTDX vs another fund for a side-by-side view. COTDX alternatives are available via the screener, along with tax-loss harvesting opportunities.