Columbia Thermostat Fund (COTZX) Alternatives
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 funds that fit a different role in your portfolio.
Cheapest Alternatives to COTZX
COTZX charges 0.24% annually. Among mutual funds in the Tactical Allocation category, these options have the lowest expense ratios among COTZX alternatives.
| Symbol | Name | Expense Ratio | Inception | |
|---|---|---|---|---|
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | Jan 1, 1998 | COTZX vs GIPIX | |
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | Jan 1, 1998 | COTZX vs GOIIX | |
| PIMCO All Asset All Authority Fund | 0.21% | Oct 30, 2003 | COTZX vs PAUIX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | Aug 30, 2012 | COTZX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.68% | Jul 30, 2014 | COTZX vs TTIFX |
Best Risk-Adjusted Alternatives to COTZX
Among mutual funds in the Tactical Allocation category, these options rank highest on PortfoliosLab's risk-adjusted score, which accounts for volatility, drawdown, and return consistency over a 1-year period.
| Symbol | Name | Risk / Return Rank | Inception | |
|---|---|---|---|---|
| Hussman Strategic Total Return Fund | 97 | Sep 11, 2002 | COTZX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 93 | Apr 8, 2012 | COTZX vs SIOAX | |
| Hundredfold Select Alternative Fund Investor Class | 93 | — | COTZX vs HFSAX | |
| Conquer Risk Defensive Bull Fund | 92 | Jun 30, 2020 | COTZX vs CRDBX | |
| Donoghue Forlines Momentum Fund | 92 | Dec 22, 2016 | COTZX vs MOJOX |
Top Performing COTZX Alternatives (YTD)
COTZX alternatives from the Tactical Allocation category, sorted by year-to-date return.
| Symbol | Name | YTD Return | Inception | |
|---|---|---|---|---|
| Quantified Evolution Plus Fund | 38.56% | Sep 29, 2019 | COTZX vs QEVOX | |
| PIMCO Dynamic Income Strategy Fund | 19.83% | Feb 1, 2019 | COTZX vs PDX | |
| Donoghue Forlines Momentum Fund | 11.81% | Dec 22, 2016 | COTZX vs MOJOX | |
| Invesco Balanced-Risk Allocation Fund | 11.77% | Jun 1, 2009 | COTZX vs ABRYX | |
| Invesco Balanced-Risk Allocation Fund Class A | 11.64% | Jun 2, 2009 | COTZX vs ABRZX |
Lowest Volatility Alternatives to COTZX
COTZX alternatives from the Tactical Allocation category, sorted by annualized volatility over the past year.
| Symbol | Name | Volatility 1Y | Inception | |
|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.73% | Aug 30, 2012 | COTZX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 3.36% | Apr 8, 2012 | COTZX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 4.39% | Jul 30, 2014 | COTZX vs TTIFX | |
| Hundredfold Select Alternative Fund Investor Class | 4.41% | — | COTZX vs HFSAX | |
| Hundredfold Select Alternative Fund | 4.41% | Aug 31, 2004 | COTZX vs SFHYX |
Lowest Drawdown Alternatives to COTZX
COTZX alternatives from the Tactical Allocation category, sorted by maximum drawdown over the past year.
| Symbol | Name | Max Drawdown 1Y | Inception | |
|---|---|---|---|---|
| Goldman Sachs TacticalTiltOverlayFund | -2.66% | Jul 30, 2014 | COTZX vs TTIFX | |
| Hussman Strategic Total Return Fund | -3.14% | Sep 11, 2002 | COTZX vs HSTRX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -3.20% | Apr 8, 2012 | COTZX vs SIOAX | |
| GuidePath Flexible Income Allocation Fund | -3.50% | Aug 30, 2012 | COTZX vs GPIFX | |
| Hundredfold Select Alternative Fund Investor Class | -3.68% | — | COTZX vs HFSAX |
Other Mutual Funds from Columbia
Most popular Columbia mutual funds on PortfoliosLab, across asset classes.
Often Compared With COTZX
What investors most often compare with COTZX, based on PortfoliosLab usage data.
Compare COTZX with Any Fund or Stock
Compare COTZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.