Columbia Thermostat FundCOTZX
Type
Mutual fund
Peer group
Allocation
Net assets
$1.3B
Expense ratio
0.62%
1-year return
+12.7%
3 years, a year
+9.3%
5 years, a year
+4.4%
Holdings
12
What it aims to do.
Columbia Thermostat Fund SM (the Fund) seeks long-term capital appreciation.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| Columbia Intermediate Bond Fund | 16.10% |
| Columbia Select Corporate Income Fund | 12.88% |
| Columbia US Treasury Index Fund | 12.88% |
| Columbia Quality Income Fund | 9.69% |
| Columbia Large Cap Enhanced Core Fund | 8.72% |
| Columbia Contrarian Core Fund | 8.70% |
| Columbia Funds Series Trust - Co | 6.97% |
| Columbia Research Enhanced Core ETF | 6.95% |
| Columbia Diversified Fixed Income Allocation ETF | 6.44% |
| Columbia High Yield Bond Fund | 6.42% |
More on COTZX.
- COTZX overview
- COTZX holdings
- COTZX risk
- COTZX costs
- COTZX money in and out
- COTZX share classes
- Compare COTZX with other funds
Returns after fees, from the fund's SEC filings up to Mar 2026. Past returns are not a promise. Not financial advice.