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Columbia Thermostat Inst COTZX

Analyst rating as of
NAV / 1-Day Return
14.96  /  0.34 %
Total Assets
1.7 Bil
Adj. Expense Ratio
0.610%
Expense Ratio
0.610%
Fee Level
Low
Longest Manager Tenure
3.99 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.78%
Turnover
49%
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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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