Columbia Dividend Income has been placed under review following the announcement that its lead manager will retire. A more comprehensive update on the Morningstar Analyst Rating will be provided soon. The strategy was previously rated Silver across all share classes except for the C shares, which were rated Bronze.
Will CDIRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDIRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CDIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CDIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.