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Columbia Thermostat Z (COTZX)

On Nov 24: 10.63 USD  Down 0.02 (0.19%)  
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COLUMBIA THERMOSTAT FUND CL Z Delayed quote dataEdit
Net Asset Value: 10.63
Trade Time: Nov 24
Change: Down 0.02 (0.19%)
Prev Close: 10.65
YTD Return*: 8.49%
Net Assets*: 35.56M
Yield*: 4.36%
* As of 31-Dec-07
Columbia Thermostat Z (COTZX)
3m  6m  1y  2y  5y  max 
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31-Dec-07
FUND BASICS
Morningstar Overall Rating: 5 stars
Total Assets: 35.56M
Category: Conservative Allocation
Total Expense Ratio: 0.12%
Fund Profile - Holdings


31-Dec-07
PERFORMANCE & RISK
YTD Return: 8.49%
5y Avg Return: 10.66%
Rank in Category (ytd): 365
% Rank in Category (ytd): 59.93%
Beta (3y): 0.67
Morningstar Risk Rating: Above average
Performance Details - Risk Details

FUND SUMMARY
The investment seeks long-term growth. The fund allocates at least 95% of net assts among a selected group of stock and bond mutual funds according to the current level of the Standard & Poor's 500 Stock index in relation to predetermined ranges set by the investment adviser. It may invest up to 5% of assets plus any cash received that day in cash, high quality short-term paper and government securities.
Fund Profile


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