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    More On COTZX


    Columbia Thermostat Z (COTZX)

    14.89 Up 0.01(0.07%) Feb 27

    Holdings as of Dec 30, 2014Get Holdings for:
    Overall Portfolio Composition (%) 
    Cash:3.57
    Stocks:14.31
    Bonds:80.23
    Other:0.62
    Top 10 Holdings (98.53% of Total Assets) 
    CompanySymbol% AssetsYTD Return %
    Columbia Short Term Bond IN/A33.96N/A
    Columbia Intermediate Bond IN/A21.25N/A
    Columbia Income Opportunities IN/A17.18N/A
    Columbia US Government Mortgage IN/A12.71N/A
    Columbia Acorn International IN/A3.00N/A
    Columbia Dividend Income IN/A2.97N/A
    Columbia Acorn IN/A2.25N/A
    Columbia Contrarian Core IN/A2.23N/A
    Columbia Acorn Select IN/A1.50N/A
    Columbia Large Cap Enhanced Core IN/A1.48N/A
    Equity Holdings 
    AveragesCOTZXCategory Avg
    Price/Earnings18.8616.94
    Price/Book2.712.14
    Price/Sales1.831.47
    Price/Cashflow8.128.07
    Median Market Cap18.35K41.18K
    3 Year Earnings Growth16.37%13.35%
    Sector Weightings (%)  
    Sector COTZXCategory Avg
    Basic Materials
     
    3.464.79
    Consumer Cyclical
     
    13.6310.76
    Financial Services
     
    14.1015.60
    Realestate
     
    2.995.40
    Consumer Defensive
     
    6.807.56
    Healthcare
     
    14.8612.54
    Utilities
     
    1.365.45
    Communication Services
     
    3.553.83
    Energy
     
    5.379.47
    Industrials
     
    17.2210.98
    Technology
     
    16.6513.62
    Bond Ratings (%)  
    SectorCOTZXCategory Avg
    US GOVERNMENTN/AN/A
    AAA47.8939.54
    AA3.669.85
    A8.449.78
    BBB12.8212.53
    BB12.657.72
    B9.557.67
    BELOW B1.352.58
    OTHER3.6310.35
    Bond Holdings 
    AveragesCOTZXCategory Avg
    Maturity5.485.84
    Duration3.644.00
    Credit QualityNaNBelowB