Morningstar

Columbia Dividend Opportunity Fund Institutional 3 Class CDOYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $47.79  /  −0.73 %
  • Fund Size $2.6B
  • Adjusted Expense Ratio 0.670%
  • Net Expense Ratio 0.670%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Large Value
  • Equity Style Box (Funds) Large Value
  • Minimum Initial Investment $1M
  • Investment Status Open
  • TTM Yield 2.41%
  • Turnover Ratio 28%
NAV and 1-Day Return as of

Morningstar’s Analysis CDOYX

Will CDOYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDOYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDOYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CDOYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A sedate income-focused equity offering.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Columbia Dividend Opportunity’s small team and standard approach earn Average ratings for the People and Process Pillars.

by Todd Trubey
Rated on Published on

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Portfolio Holdings CDOYX

More CDOYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 25.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

3.45 91M
Energy

JPMorgan Chase & Co

3.22 85M
Financial Services

Johnson & Johnson

2.85 75M
Healthcare

Cisco Systems Inc

2.83 74M
Technology

The Goldman Sachs Group Inc

2.41 64M
Financial Services

Merck & Co Inc

2.19 58M
Healthcare

Chevron Corp

2.19 58M
Energy

AbbVie Inc

2.16 57M
Healthcare

Philip Morris International Inc

2.13 56M
Consumer Defensive

Bank of America Corp

1.89 50M
Financial Services

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