Finny logo
Dibs:
Dibs:
0

COTZX vs TESIX

Both COTZX and TESIX are mutual funds. COTZX has a higher 5-year return than TESIX (10.97% vs 7.53%). COTZX has a lower expense ratio than TESIX (0.25% vs 1.03%). Below is the comparison between COTZX and TESIX.

COTZX TESIX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: — U.S. Balanced: —
Family Columbia Threadneedle N/A
Net Assets $873.30M $3.24B
Expense Ratio 0.25% 1.03%
Management Style active active
Dividend Yield 1.67% 1.57%
Minimum Investment N/A $3,000.00
YTD Return 6.46% 15.18%
1-Year Return 1.39% 0.87%
3-Year Return 16.30% 6.58%
5-Year Return 10.97% 7.53%
10-Year Return 8.72% 8.17%

COTZX description

The Fund seeks to provide long-term total return by investing it assets at predetermined levels in other stock and bond mutual funds, and dependent on the current level of the S&P 500 Index.

COTZX performance & returns

YTD Return 6.46%
1-Month Return 0.85%
3-Month Return 1.39%
1-Year Return 1.39%
3-Year Return 16.30%
5-Year Return 10.97%
10-Year Return 8.72%
COTZX expense ratio is 0.25%.

COTZX holdings

Top 10 Holdings (79.75% of Total Assets)

Name Symbol % Assets
Columbia US Treasury Index Inst3 CUTYX 17.28%
Columbia Large Cap Index Inst3 CLPYX 15.08%
Columbia Quality Income Inst3 CUGYX 9.88%
Columbia Short Term Bond Inst3 CSBYX 7.41%
Columbia Acorn Inst3 CRBYX 5.04%
Columbia Research Enhanced Core ETF RECS 5.02%
Columbia Large Cap Enhanced Core Inst3 CECYX 5.02%
Columbia Contrarian Core Inst3 COFYX 5.02%
Columbia Select Mid Cap Value Instl 3 CMVYX 5.01%
Columbia Acorn International Inst3 CCYIX 4.99%

Other relevant COTZX comparisons

You may also want to check out the following COTZX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

TESIX description

The Fund seeks capital appreciation, which may occasionally be short-term. The secondary goal is income.

TESIX performance & returns

YTD Return 15.18%
1-Month Return -2.70%
3-Month Return 0.87%
1-Year Return 0.87%
3-Year Return 6.58%
5-Year Return 7.53%
10-Year Return 8.17%
TESIX expense ratio is 1.03%.

TESIX holdings

Top 10 Holdings (26.25% of Total Assets)

Name Symbol % Assets
Charter Communications Inc A CHTR 3.35%
Medtronic PLC MDT 3.21%
Samsung Electronics Co Ltd 005930.KS 2.88%
Merck & Co Inc MRK 2.83%
Oracle Corp ORCL 2.46%
Cognizant Technology Solutions Corp A CTSH 2.41%
Williams Companies Inc WMB 2.31%
Novartis AG ADR NVS 2.28%
GlaxoSmithKline PLC GSK.L 2.28%
The Walt Disney Co DIS 2.24%

Other relevant TESIX comparisons

You may also want to check out the following TESIX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us