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Columbia Thermostat Inst (COTZX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
15.35+0.05 (+0.33%)
At close: 08:01PM EDT

Columbia Thermostat Inst

Chicago, IL 60606

227 W Monroe Ste 3000

Columbia Acorn Trust

3126349200
Management Information
Alex M. Rivas,Lead Manager since April 30, 2022
Mr. Rivas joined Columbia Management, an affiliate of the Investment Manager in 2017. Mr. Rivas has served as Assistant Vice President of the Investment Manager since February 2018. Prior to joining Columbia Management, Mr. Rivas was a trading specialist with Blackrock Advisors, LLC. Mr. Rivas began his investment career in 2009 and earned a B.S. from Georgia Institute of Technology and a Master’s degree in Finance from Princeton University.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

Fund Overview

CategoryTactical Allocation
Fund FamilyColumbia Threadneedle
Net Assets1.31B
YTD Return-0.78%
Yield2.76%
Morningstar Rating★★★★
Inception DateMar 2, 2003

Fund Operations

Last Dividend0.42
Last Cap Gain-11.00
Holdings Turnover148.00%
Average for CategoryN/A

Fees & Expenses

ExpenseCOTZXCategory Average
Annual Report Expense Ratio (net)0.85%1.29%
Prospectus Net Expense Ratio0.85%N/A
Prospectus Gross Expense Ratio0.90%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A5.22%
Max Deferred Sales LoadN/A1.17%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A