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Columbia Thermostat Fund Institutional Class (COTZX)

US Funds

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16.69 +0.01 +0.06%

26/11 - Delayed Data. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 651.37M

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COTZX Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Thermostat Z (COTZX) fund. Our Columbia Thermostat Z portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Cash	5.48	5.82	0.34
Shares	30.01	30.01	0.00
Bonds	64.19	65.29	1.10
Convertible	0.09	0.09	0.00
Preferred	0.03	0.03	0.00
Other	0.21	0.21	0.00

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	19.99	16.64
Price to Book	3.80	2.65
Price to Sales	2.23	1.76
Price to Cash Flow	14.16	10.22
Dividend Yield	1.42	2.47
5 Years Earnings Growth	12.37	10.82

Sector Allocation

Name	Net %	Category Average
Technology	32.13	23.19
Financial Services	11.97	14.75
Healthcare	11.90	11.09
Consumer Cyclical	10.57	10.89
Communication Services	9.56	7.81
Industrials	8.37	10.53
Consumer Defensive	5.52	7.05
Energy	3.06	5.60
Real Estate	2.64	4.21
Utilities	2.15	2.89
Basic Materials	2.12	4.49

Region Allocation

North America
Latin America
Europe Developed
Asia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 14

Number of short holdings: 1

Name	ISIN	Weight %	Last	Change %
Columbia Total Return Bond Inst3	-	17.39	-	-
Columbia US Treasury Index Inst3	-	13.93	-	-
Columbia Corporate Income Inst3	-	13.92	-	-
Columbia Quality Income Inst3	-	10.42	-	-
Columbia Large Cap Enhanced Core Inst3	-	7.54	-	-
Columbia Contrarian Core Inst3	-	7.52	-	-
Columbia High Yield Bond Inst3	-	6.99	-	-
Columbia Diversified Fixed Income Allocation	US19761L5084	6.98	17.91	-0.11%
Columbia Large Cap Index Inst3	-	6.02	-	-
Columbia Large Cap Growth Inst3	-	3.01	-	-

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.72B	15.18	7.90	11.04
Columbia Dividend Income Y	9.46B	15.31	8.02	11.19
Columbia Seligman Comms & Info A	8.37B	16.30	8.12	19.40
Columbia Contrarian Core Z	6.19B	18.99	9.59	12.63
Columbia Dividend Income A	4.84B	14.95	7.63	10.76

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Columbia Thermost.	16.69	+0.01	+0.06%