COTZX Mutual Fund

COTZX Mutual Fund (Columbia Thermostat Fund Class I) is managed by Columbia Threadneedle Investments with $690.7M in net assets. COTZX expense ratio is 0.62%, holding 12 positions across various sectors. Inception date: 2002-09-25.

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

COTZX 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 COTZX holdings, COTZX sectors, or COTZX dividends.

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