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 | |
|---|---|---|---|---|---|
| Goldman Sachs Growth and Income Strategy Portfolio | 0.19% | — | Jan 1998 | COTZX vs GOIIX | |
| Goldman Sachs Balanced Strategy Portfolio | 0.19% | — | Jan 1998 | COTZX vs GIPIX | |
| PIMCO All Asset All Authority Fund | 0.21% | — | Oct 2003 | COTZX vs PAUIX | |
| GuidePath Flexible Income Allocation Fund | 0.50% | — | Aug 2012 | COTZX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | 0.68% | — | Jul 2014 | COTZX vs TTIFX |
Best Risk-Adjusted Alternatives to COTZX
COTZX has a PortfoliosLab risk / return rank of 61. There are 28 mutual funds in the Tactical Allocation category with higher risk-adjusted ranks, going as high as 93.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| Astor Dynamic Allocation Fund | 93 | — | Oct 2009 | COTZX vs ASTIX | |
| Hussman Strategic Total Return Fund | 92 | — | Sep 2002 | COTZX vs HSTRX | |
| Donoghue Forlines Momentum Fund | 92 | — | Dec 2016 | COTZX vs MOJOX | |
| AQR Diversifying Strategies Fund Class N | 92 | — | Jun 2020 | COTZX vs QDSNX | |
| Invesco Balanced-Risk Allocation Fund | 92 | — | Jun 2009 | COTZX vs ABRYX |
Top Performing COTZX Alternatives (YTD)
COTZX is at 2.87% YTD. There are 63 mutual funds in the Tactical Allocation category with higher YTD returns, going as high as 46.52%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Quantified Evolution Plus Fund | 46.52% | — | Sep 2019 | COTZX vs QEVOX | |
| Donoghue Forlines Momentum Fund | 39.02% | — | Dec 2016 | COTZX vs MOJOX | |
| Teberg Fund | 25.36% | — | Mar 2002 | COTZX vs TEBRX | |
| Quantified STF Fund | 20.67% | — | Nov 2015 | COTZX vs QSTFX | |
| Potomac Defensive Bull Fund | 20.62% | — | Jun 2020 | COTZX vs CRDBX |
Lowest Volatility Alternatives to COTZX
COTZX has 5.32% 1-year volatility. There are 8 mutual funds in the Tactical Allocation category with lower 1-year volatility, going as low as 2.51%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | 2.51% | — | Aug 2012 | COTZX vs GPIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | 2.71% | — | Apr 2012 | COTZX vs SIOAX | |
| Goldman Sachs TacticalTiltOverlayFund | 2.83% | — | Jul 2014 | COTZX vs TTIFX | |
| Hussman Strategic Total Return Fund | 4.66% | — | Sep 2002 | COTZX vs HSTRX | |
| Hundredfold Select Alternative Fund | 4.73% | — | Aug 2004 | COTZX vs SFHYX |
Lowest Drawdown Alternatives to COTZX
COTZX has a 1-year max drawdown of -4.02%. There are 9 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 | |
|---|---|---|---|---|---|
| GuidePath Flexible Income Allocation Fund | -1.69% | — | Aug 2012 | COTZX vs GPIFX | |
| Goldman Sachs TacticalTiltOverlayFund | -2.11% | — | Jul 2014 | COTZX vs TTIFX | |
| SEI Institutional Managed Trust Multi-Asset Income... | -2.34% | — | Apr 2012 | COTZX vs SIOAX | |
| Hussman Strategic Total Return Fund | -2.48% | — | Sep 2002 | COTZX vs HSTRX | |
| 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, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 95 | 49.58% | — | Jun 1983 | COTZX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 87 | 11.64% | — | Mar 1998 | COTZX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 87 | 11.73% | — | Nov 2012 | COTZX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 86 | 11.51% | — | Nov 2002 | COTZX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 94 | 48.54% | — | May 1994 | COTZX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 54 | 22.83% | — | Nov 2000 | COTZX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 55 | 22.99% | — | Nov 2000 | COTZX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 44 | 9.43% | — | Dec 1992 | COTZX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 48 | 5.94% | — | Sep 1991 | COTZX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 41 | 5.79% | — | 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.
Compare COTZX with Any Fund or Stock
Compare COTZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
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.
Explore COTZX Diversifiers