COTZX Alternatives & Similar Mutual Funds

Columbia Thermostat Fund (COTZX) belongs to the Tactical Allocation category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with COTZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.

Cheapest Alternatives to COTZX

COTZX charges 0.24% annually. There are 3 mutual funds in the Tactical Allocation category with lower expense ratios, going as low as 0.19%.

Symbol	Name	Expense Ratio	AUM	Inception
GIPIX	Goldman Sachs Balanced Strategy Portfolio	0.19%	—	Jan 1998	COTZX vs GIPIX
GOIIX	Goldman Sachs Growth and Income Strategy Portfolio	0.19%	—	Jan 1998	COTZX vs GOIIX
PAUIX	PIMCO All Asset All Authority Fund	0.21%	—	Oct 2003	COTZX vs PAUIX
GPIFX	GuidePath Flexible Income Allocation Fund	0.50%	—	Aug 2012	COTZX vs GPIFX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	0.68%	—	Jul 2014	COTZX vs TTIFX

Best Risk-Adjusted Alternatives to COTZX

COTZX has a PortfoliosLab risk / return rank of 47. There are 46 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 95.

Symbol	Name	Risk / Return Rank	AUM	Inception
ASTIX	Astor Dynamic Allocation Fund	95	—	Oct 2009	COTZX vs ASTIX
PAAIX	PIMCO All Asset Fund	95	—	Nov 2002	COTZX vs PAAIX
PASAX	PIMCO All Asset Fund Class A	94	—	Apr 2008	COTZX vs PASAX
HSTRX	Hussman Strategic Total Return Fund	93	—	Sep 2002	COTZX vs HSTRX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	93	—	Apr 2012	COTZX vs SIOAX

Top Performing COTZX Alternatives (YTD)

COTZX is at 2.42% YTD. There are 69 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 43.03%.

Symbol	Name	YTD Return	AUM	Inception
QEVOX	Quantified Evolution Plus Fund	43.03%	—	Sep 2019	COTZX vs QEVOX
MOJOX	Donoghue Forlines Momentum Fund	33.48%	—	Dec 2016	COTZX vs MOJOX
TEBRX	Teberg Fund	22.02%	—	Mar 2002	COTZX vs TEBRX
CRDBX	Potomac Defensive Bull Fund	19.70%	—	Jun 2020	COTZX vs CRDBX
PDX	PIMCO Dynamic Income Strategy Fund	19.06%	—	Feb 2019	COTZX vs PDX

Lowest Volatility Alternatives to COTZX

COTZX has 5.42% 1-year volatility. There are 9 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.54%.

Symbol	Name	Volatility 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	2.54%	—	Aug 2012	COTZX vs GPIFX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	2.83%	—	Jul 2014	COTZX vs TTIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	2.85%	—	Apr 2012	COTZX vs SIOAX
OTRFX	OnTrack Core Fund	4.15%	—	Jan 2013	COTZX vs OTRFX
HSTRX	Hussman Strategic Total Return Fund	4.28%	—	Sep 2002	COTZX vs HSTRX

Lowest Drawdown Alternatives to COTZX

COTZX has a 1-year max drawdown of -4.02%. There are 10 mutual funds in the Tactical Allocation category with shallower 1-year drawdowns, going as shallow as -1.69%.

Symbol	Name	Max Drawdown 1Y	AUM	Inception
GPIFX	GuidePath Flexible Income Allocation Fund	-1.69%	—	Aug 2012	COTZX vs GPIFX
TTIFX	Goldman Sachs TacticalTiltOverlayFund	-2.11%	—	Jul 2014	COTZX vs TTIFX
SIOAX	SEI Institutional Managed Trust Multi-Asset Income...	-2.34%	—	Apr 2012	COTZX vs SIOAX
HSTRX	Hussman Strategic Total Return Fund	-2.54%	—	Sep 2002	COTZX vs HSTRX
ASTIX	Astor Dynamic Allocation Fund	-2.77%	—	Oct 2009	COTZX vs ASTIX

Other Mutual Funds from Columbia

The 10 most viewed Columbia mutual funds shown here include SLMCX, STK, GSFTX and span 8 categories.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
SLMCX	Columbia Seligman Technology and Information Fund ...	Technology Equities	93	46.25%	—	Jun 1983	COTZX vs SLMCX
STK	Columbia Seligman Premium Technology Growth Fund	Technology Equities, Options Trading, Actively Managed	89	37.62%	—	Nov 2009	COTZX vs STK
GSFTX	Columbia Dividend Income Fund	Large Cap Value Equities	91	12.22%	—	Mar 1998	COTZX vs GSFTX
CDDYX	Columbia Dividend Income Fund Institutional 3 Clas...	Large Cap Value Equities, Dividend	91	12.30%	—	Nov 2012	COTZX vs CDDYX
LBSAX	Columbia Dividend Income Fund Class A	Large Cap Value Equities	90	12.07%	—	Nov 2002	COTZX vs LBSAX
SHGTX	Columbia Seligman Global Technology Fund	Technology Equities	92	44.82%	—	May 1994	COTZX vs SHGTX
CTCAX	Columbia Global Technology Growth Fund Class A	Technology Equities, Large Cap Growth Equities	38	18.96%	—	Nov 2000	COTZX vs CTCAX
CMTFX	Columbia Global Technology Growth Fund	Technology Equities	39	19.13%	—	Nov 2000	COTZX vs CMTFX
SMGIX	Columbia Contrarian Core Fund	Large Cap Blend Equities	38	9.71%	—	Dec 1992	COTZX vs SMGIX
COSZX	Columbia Overseas Value Fund	Foreign Large Cap Equities	67	9.56%	—	Mar 2008	COTZX vs COSZX

Often Compared With COTZX

Investors most often compare COTZX with FTA, FSKAX, SPY. These 20 comparison targets span 5 categories, based on PortfoliosLab usage data.

Symbol	Name	Category	Risk / Return Rank	YTD Return	AUM	Inception
FTA	First Trust Large Cap Value AlphaDEX Fund	Large Cap Value Equities	95	18.88%	1.40B	May 2007	COTZX vs FTA
FSKAX	Fidelity Total Market Index Fund	Large Cap Blend Equities	58	10.51%	—	—	COTZX vs FSKAX
SPY	State Street SPDR S&P 500 ETF	S&P 500	78	11.70%	789.06B	Jan 1993	COTZX vs SPY
FXAIX	Fidelity 500 Index Fund	S&P 500	59	10.13%	—	Feb 1988	COTZX vs FXAIX
GUG	Guggenheim Active Allocation Fund	Tactical Allocation	25	6.13%	—	Nov 2021	COTZX vs GUG
VWENX	Vanguard Wellington Fund Admiral Shares	Diversified Portfolio	51	5.43%	123.40B	May 2001	COTZX vs VWENX
PMYRX	Pioneer Flexible Opportunities Fund	Tactical Allocation	65	7.37%	—	May 2010	COTZX vs PMYRX
VWINX	Vanguard Wellesley Income Fund Investor Shares	Diversified Portfolio	66	3.55%	47.40B	Jul 1970	COTZX vs VWINX
CRTBX	Potomac Tactical Rotation Fund	Tactical Allocation	71	8.63%	—	Jun 2020	COTZX vs CRTBX
DWTFX	Arrow DWA Tactical: Macro Fund	Tactical Allocation	33	5.56%	—	May 2008	COTZX vs DWTFX
HSAFX	Hussman Strategic Allocation Fund	Tactical Allocation	15	1.59%	—	Aug 2019	COTZX vs HSAFX
FLMFX	Meeder Muirfield Fund	Tactical Allocation	66	11.07%	—	Aug 1988	COTZX vs FLMFX
PBAIX	BlackRock Tactical Opportunities Fund Institutiona...	Tactical Allocation	85	10.63%	—	Jun 1993	COTZX vs PBAIX
LCAIX	Lazard Opportunistic Strategies Portfolio	Tactical Allocation	38	5.42%	—	Mar 2008	COTZX vs LCAIX
UPAAX	Upright Assets Allocation Plus Fund	Tactical Allocation	—	—	—	Oct 2017	COTZX vs UPAAX
CRTOX	Potomac Tactical Opportunities Fund	Tactical Allocation	32	4.98%	—	Jun 2020	COTZX vs CRTOX
HFSAX	Hundredfold Select Alternative Fund Investor Class	Tactical Allocation	54	0.71%	—	—	COTZX vs HFSAX
MOOD	Relative Sentiment Tactical Allocation ETF	Tactical Allocation	85	13.59%	110.78M	May 2022	COTZX vs MOOD
UNAVX	USA Mutuals All Seasons Fund	Tactical Allocation	1	-3.99%	—	Oct 2017	COTZX vs UNAVX
SMIDX	SMI Dynamic Allocation Fund	Tactical Allocation	53	6.82%	—	Feb 2013	COTZX vs SMIDX

Compare COTZX with Any Fund or Stock

Compare COTZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.

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Pair COTZX with funds that move differently

Columbia Thermostat Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to COTZX.

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Columbia Thermostat Fund (COTZX) Alternatives