Columbia Thermostat Fund
COTZX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 71 S. Wacker Drive, Suite 2500 Chicago IL United States of America 60606
- IPO Date
- Sep 26, 2002
- CIK
- 0000002110
- Website
- columbiathreadneedleus.com
- Similar Companies
- Business
- Columbia Thermostat Fund (COTZX) is an open-end mutual fund managed by Columbia Threadneedle Investments that seeks long-term total return through a tactical allocation strategy, investing primarily in other funds to dynamically adjust exposure across asset classes including U.S. bonds, U.S. stocks, non-U.S. bonds, cash, and limited non-U.S. stocks. The fund allocates heavily to underlying Columbia-branded funds such as Columbia Total Return Bond Fund Institutional 3 Class (16.11%), Columbia U.S. Treasury Index Fund Institutional 3 Class (12.83%), Columbia Select Corporate Income Fund Institutional 3 Class (12.81%), Columbia Quality Income Fund Institutional 3 Class (9.68%), and Columbia Large Cap Enhanced Core Fund Institutional 3 Class (8.88%), representing approximately 60% of the portfolio; overall asset diversification includes 55.99% U.S. bonds, 35.25% U.S. stocks, 5.37% non-U.S. bonds, 3.04% cash, 0.11% non-U.S. stocks, and 0.24% other, with sector emphases in technology (13.10%), financial services, and communication services. Launched on September 25, 2002, and domiciled in the United States with total net assets of $1.29 billion (share class size $692.98 million), the fund targets investors seeking capital appreciation and income via frequent shifts in equity regions and bond sectors, maintaining minimum exposures of 10% in bonds and 20% in equities; it is available for sale in the United States with a net expense ratio of 0.58% and a minimum initial investment of $2,000. Current portfolio managers include Alex Rivas (since May 1, 2022) and Corey Lorenzen (since February 28, 2023). Recent developments feature strong quarterly performance, with the institutional share class delivering an 8.27% return in Q2 2025 driven by asset allocation decisions, alongside broader Columbia Threadneedle strategic expansions such as the completion of the acquisition of BMO's EMEA asset management business and new partnerships including with Parametric Portfolio Associates to enhance custom active strategies.