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Columbia Thermostat Inst COTZX

Analyst rating as of
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Morningstar’s Analysis

Will COTZX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

This approach sizzles in down markets and fizzles in up markets but registers as tepid overall.

Analyst

Summary

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Standard resources and a rigidly implemented rules-based approach help Columbia Thermostat adhere to its contrarian principles but also limit its flexibility during swiftly evolving markets. The strategy earns a Morningstar Analyst Rating of Neutral across all share classes.

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