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Morningstar

Columbia Dividend Opportunity Inst3 CDOYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 37.20  /  +0.22 %
  • Total Assets 2.1 Bil
  • Adj. Expense Ratio
    0.720%
  • Expense Ratio 0.720%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 1.0 Mil
  • Status Open
  • TTM Yield 2.84%
  • Turnover 52%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:16 PM GMT+0

Morningstar’s Analysis CDOYX

Will CDOYX outperform in 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.

Signs of a manager retirement emerge.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Team changes on Columbia Dividend Opportunity suggest its veteran manager may retire in the coming years. The strategy retains a Morningstar Medalist Rating of Neutral for all share classes.

by Sachin Nagarajan
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 30.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

5.09 115.3 Mil
Financial Services

Exxon Mobil Corp

4.50 102.0 Mil
Energy

Merck & Co Inc

3.35 75.9 Mil
Healthcare

AbbVie Inc

3.07 69.5 Mil
Healthcare

Johnson & Johnson

3.02 68.4 Mil
Healthcare

Chevron Corp

2.65 59.9 Mil
Energy

Coca-Cola Co

2.21 50.1 Mil
Consumer Defensive

International Business Machines Corp

2.17 49.2 Mil
Technology

Wells Fargo & Co

2.15 48.6 Mil
Financial Services

Bank of America Corp

2.13 48.3 Mil
Financial Services