Columbia Thermostat Fund Quote
| COTZX Fund | USD 16.70 0.01 0.06% |
Performance5 of 100
| Odds Of DistressLess than 20
|
Columbia Thermostat is trading at 16.70 as of the 28th of November 2024; that is 0.06% up since the beginning of the trading day. The fund's open price was 16.69. Columbia Thermostat has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. Equity ratings for Columbia Thermostat Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 30th of August 2024 and ending today, the 28th of November 2024. Click here to learn more.
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 percent of its net assets among the portfolio funds according to an asset allocation table based on the current level of the Standard Poors 500 Index. More on Columbia Thermostat Fund
COLUMBIA Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Tactical Allocation Funds, Tactical Allocation, Columbia (View all Sectors) |
| Update Date | 30th of September 2024 |
Columbia Thermostat Fund [COTZX] is traded in USA and was established 28th of November 2024. Columbia Thermostat is listed under Columbia category by Fama And French industry classification. The fund is listed under Tactical Allocation category and is part of Columbia family. This fund currently has accumulated 711.58 M in assets under management (AUM) with no minimum investment requirementsColumbia Thermostat is currently producing year-to-date (YTD) return of 9.46% with the current yeild of 0.03%, while the total return for the last 3 years was 2.28%.
Check Columbia Thermostat Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on COLUMBIA Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding COLUMBIA Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Thermostat Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Thermostat Fund Mutual Fund Constituents
| CCWRX | Columbia Select Large | Mutual Fund | Large Growth | |
| COFYX | Columbia Trarian Core | Mutual Fund | Large Blend | |
| RECS | Columbia ETF Trust | Etf | Large Blend | |
| DIAL | Columbia Diversified Fixed | Etf | Multisector Bond | |
| CUTYX | Columbia Treasury Index | Mutual Fund | Intermediate Government | |
| CUGYX | Columbia Government Mortgage | Mutual Fund | Intermediate Core-Plus Bond | |
| CTBYX | Columbia Total Return | Mutual Fund | Intermediate Core-Plus Bond | |
| CSBYX | Columbia Short Term | Mutual Fund | Short-Term Bond |
Columbia Thermostat Risk Profiles
| Mean Deviation | 0.26 | |||
| Semi Deviation | 0.2995 | |||
| Standard Deviation | 0.332 | |||
| Variance | 0.1102 |
Columbia Thermostat Against Markets
Other Information on Investing in COLUMBIA Mutual Fund
Columbia Thermostat financial ratios help investors to determine whether COLUMBIA Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in COLUMBIA with respect to the benefits of owning Columbia Thermostat security.
| Alpha Finder Use alpha and beta coefficients to find investment opportunities after accounting for the risk | |
| Latest Portfolios Quick portfolio dashboard that showcases your latest portfolios | |
| Equity Valuation Check real value of public entities based on technical and fundamental data | |
| Global Correlations Find global opportunities by holding instruments from different markets |