COTZX Mutual Fund

COTZX Mutual Fund

NAV$18.37
See how much of COTZX you already own
Just $25 once·$99/mo·Download sample
X-ray my portfolio free
Showing the top 10 of 12 holdings · as of Dec 31, 2025
Top 10 weight
96.26%
COTZX top 10 holdings, by weight
#TickerNameWeightCumulativeSharesMkt value
1DebtColumbia Total Return Bond Fun
17.31%		17.3%7,253,481$224.42M
2
CRIYX
Columbia Select Corporate Income Fund
13.84%		31.1%19,384,250$179.50M
3DebtColumbia US Treasury Index Fund
13.83%		45.0%17,863,607$179.35M
4
CUGYX
Columbia US Government Mortgage Columbia Quality Income Fund
10.36%		55.3%7,352,253$134.33M
5
CECYX
Columbia Large Cap Enhanced Core Fund
7.53%		62.9%3,429,273$97.60M
6
COFYX
Columbia Contrarian Core Fund
7.53%		70.4%2,443,731$97.65M
7DebtColumbia High Yield Bond Fund
6.95%		77.3%8,059,554$90.11M
8
DIAL
Columbia Diversified Fixed Income Allocation Etf
6.92%		84.3%4,887,459$89.71M
9
CLPYX
Columbia Large Cap Index Fund
6.01%		90.3%1,500,185$77.98M
10
RECS
Columbia Research Enhanced Core Etf
5.98%		96.3%1,899,723$77.58M
More holdings · Pro
FundXLS Pro
See the other 2 holdings of COTZX
X-ray every fund you own at once, ETFs and mutual funds that hold stocks directly, and see how much of your money lands on the same stocks twice.
Unlock FundXLS Pro$45/quarter Pro · Cancel anytime

COTZX Mutual Fund Top Holdings

COTZX holdings top 10 positions. The top 10 holdings account for 96.3% of the fund, led by Columbia Total Return Bond Fun at 17.3%, Columbia Select Corporate Income Fund at 13.8%, Columbia US Treasury Index Fund at 13.8%.

COTZX portfolio concentration is relatively high, with the top 10 representing 96.3% of total assets.

COTZX sectors provide a detailed breakdown. COTZX overlap shows how holdings compare to other funds in your portfolio.