Nasdaq - Delayed Quote USD

Columbia Thermostat Inst (COTZX)

14.94 +0.05 (+0.34%)
At close: 8:01 PM EDT

Fund Summary

The fund is primarily managed as a fund that invests in other funds that seeks to achieve its investment objective by investing its assets among a selected group of underlying stock and bond mutual funds and ETFs. It allocates at least 95% of its net assets (stock/bond assets) among the portfolio funds according to an asset allocation table based on the current level of the Standard & Poor’s (S&P) 500® Index. The fund may invest up to 5% of net assets plus any cash received that day in cash, high quality short-term paper and government securities.

Columbia Thermostat Inst

Chicago, IL 60606
227 W Monroe Ste 3000
3126349200

Fund Overview

Category Tactical Allocation
Fund Family Columbia Threadneedle
Net Assets 1.31B
YTD Return 0.20%
Yield 2.73%
Morningstar Rating
Inception Date Mar 03, 2003

Fund Operations

Last Dividend 0.42
Last Cap Gain -11.00
Holdings Turnover 148.00%
Average for Category --

Fees & Expenses

Expense COTZX Category Average
Annual Report Expense Ratio (net) 0.85% 1.29%
Prospectus Net Expense Ratio 0.85% --
Prospectus Gross Expense Ratio 0.90% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 5.22%
Max Deferred Sales Load -- 1.17%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Alex M. Rivas, Lead Manager since May 01, 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

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

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.

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