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Morningstar

Columbia Dividend Opportunity Inst CDOZX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 36.17  /  1.17 %
  • Total Assets 2.5 Bil
  • Adj. Expense Ratio
    0.740%
  • Expense Ratio 0.810%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 3.07%
  • Turnover 41%

USD | NAV as of Jan 31, 2023 | 1-Day Return as of Jan 31, 2023, 11:12 PM GMT+00:00

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.

Lacks a competitive edge.

Associate Analyst

Summary

| by Sachin Nagarajan

Columbia Dividend Opportunity’s investment team and process don’t stand out relative to the competition, resulting in a Morningstar Analyst Rating of Neutral for all share classes.

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