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Columbia Dividend Opportunity Inst CDOZX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CDOZX

Will CDOZX 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 CDOZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CDOZX 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 CDOZX’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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