COTDX Mutual Fund

COTDX Mutual Fund (Columbia Thermostat Fund Class S) is managed by Columbia Threadneedle Investments with $12.2M 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 3.72%. The 1-year return is 7.04% and the 5-year return is 4.23%. COTDX dividend yield stands at 3.24%, paid semi-annually.

COTDX top holdings include Columbia Select Corporate Income Fund (18.7%), Columbia Total Return Bond Fun (18.7%), Columbia Us Trsry Indx-I3 (11.2%), Columbia US Government Mortgage Columbia Quality Income Fund (11.2%), Columbia Diversified Fixed Income Allocation Etf (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.