Skip to Content

Columbia Thermostat Inst COTZX

Analyst rating as of
NAV / 1-Day Return
18.81  /  0.11 %
Total Assets
2.1 Bil
Adj. Expense Ratio
0.650%
Expense Ratio
0.650%
Fee Level
Low
Longest Manager Tenure
3.42 years
Category
Tactical Allocation
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Medium / Moderate
Status
Open
TTM Yield
1.59%
Turnover
97%
Premium

Morningstar’s Analysis

Will COTZX outperform in future?

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

A rigid contrarian fund.

Summary

| |

Columbia Thermostat employs a simple systematic approach but its reliance on a single backward-looking valuation metric to time equity exposure limits its appeal. As a result, it earns a Morningstar Analyst Rating of Neutral across all its share classes.

Unlock our full analysis with Morningstar Premium