COTZX Mutual Fund

COTZX Mutual Fund (Columbia Thermostat Fund Class I) is managed by Columbia Threadneedle Investments with $668.4M 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 3.72%. The 1-year return is 7.04% and the 5-year return is 4.46%. COTZX dividend yield stands at 3.24%, paid semi-annually.

COTZX 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 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.