COTZX Mutual Fund (Columbia Thermostat Fund Class I) is managed by Columbia Threadneedle Investments with $679.6M in net assets. COTZX expense ratio is 0.62%, holding 12 positions across sectors including Unknown, Other. Inception date: 2002-09-25.

COTZX performance shows a YTD return of 3.16%. The 1-year return is 9.11% and the 5-year return is 4.56%. COTZX dividend yield stands at 3.30%, paid semi-annually.

COTZX top holdings include Columbia Total Return Bond Fun (17.3%), Columbia Select Corporate Income Fund (13.8%), Columbia US Treasury Index Fund (13.8%), Columbia US Government Mortgage Columbia Quality Income Fund (10.4%), Columbia Large Cap Enhanced Core Fund (7.5%). View all COTZX holdings, sector breakdown, or dividend history.

COTZX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COTZX alternatives are available via the screener, along with tax-loss harvesting opportunities.