Columbia Dividend Opportunity Fund Institutional 3 Class CDOYX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 47.18  /  −0.55 %
  • Total Assets 2.5B
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1M
  • Status Open
  • TTM Yield 2.38%
  • Turnover 36%

USD | NAV as of Jul 21, 2026 | 1-Day Return as of Jul 21, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CDOYX

Will CDOYX outperform in the future?

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

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.

Rated on Published on

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Portfolio Holdings CDOYX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 25.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cisco Systems Inc

3.61 88M
Technology

Exxon Mobil Corp

3.36 82M
Energy

JPMorgan Chase & Co

2.92 71M
Financial Services

The Goldman Sachs Group Inc

2.81 69M
Financial Services

Johnson & Johnson

2.61 64M
Healthcare

International Business Machines Corp

2.30 56M
Technology

Philip Morris International Inc

2.18 53M
Consumer Defensive

Chevron Corp

2.09 51M
Energy

AbbVie Inc

1.97 48M
Healthcare

Merck & Co Inc

1.90 46M
Healthcare

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