fundvisualizer.com

Columbia Thermostat InstCOTZX

Performance (before sales charge)

As of 04/30/2023

All information is historical and not indicative of future results. Current performance may be lower or higher than the quoted past performance, which cannot guarantee results. Share price, principal value, and return will vary, and you may have a gain or a loss when you sell your shares. Performance assumes reinvestment of distributions and does not account for taxes. After-sales-charge returns reflect the maximum sales charge applicable to the fund. Performance may not reflect any expense limitation or subsidies currently in effect. Short-term trading fees may apply. To obtain the most recent month-end performance, visit Morningstar.com.

Asset allocation

As of 03/31/2023
Stock
22.77%
Non-U.S. Stock
2.77%
Bond
66.90%
Non-U.S. Bond
5.39%
Preferred
0.00%
Convertible
0.00%
Cash
2.16%
Other
0.01%

Due to rounding, percentages may not equal 100%.

Sectors

As of 03/31/2023

Basic materials

0.00%

Consumer cyclical

0.00%

Financial services

0.00%

Real estate

0.00%

Consumer defensive

0.00%

Health care

0.00%

Utilities

0.00%

Communication services

0.00%

Energy

0.00%

Industrials

0.00%

Technology

0.00%

Top 10 holdings

As of 03/31/2023

Columbia US Treasury Index Inst3
25.87%
Columbia Quality Income Inst3
14.77%
Columbia Short Term Bond Inst3
11.02%
Columbia Large Cap Index Inst3
7.73%
Columbia Diversified Fixed Inc Allc ETF
7.52%
Columbia Corporate Income Inst3
7.48%
Columbia Total Return Bond Inst3
7.43%
Columbia Contrarian Core Inst3
3.87%
Columbia Large Cap Enhanced Core Inst3
3.86%
Columbia Select Mid Cap Value Instl 3
2.60%
Fund assets

$1.39 Billion

Share class

Inst

Morningstar category

Tactical Allocation

Expense ratio

0.60%

Investment objective

Growth

Documents