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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$47.72  /  −0.58%
  • Fund Size$2.6B
  • Adjusted Expense Ratio0.670%
  • Net Expense Ratio0.670%
  • Fee Level: DistributionAverage
  • Share Class TypeInstitutional
  • Morningstar CategoryLarge Value
  • Equity Style Box (Funds)Large Value
  • Minimum Initial Investment$1M
  • Investment StatusOpen
  • TTM Yield2.30%
  • Turnover Ratio28%
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 Holdings25.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

ExxonMobil Holdings Corp

3.6292M
Energy

JPMorgan Chase & Co

3.1179M
Financial Services

Johnson & Johnson

2.9575M
Healthcare

Cisco Systems Inc

2.8673M
Technology

AbbVie Inc

2.2858M
Healthcare

Philip Morris International Inc

2.2657M
Consumer Defensive

Chevron Corp

2.2657M
Energy

Merck & Co Inc

2.2457M
Healthcare

The Goldman Sachs Group Inc

2.1454M
Financial Services

Columbia Short Term Cash Fund

1.9950M
Cash and Equivalents

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