Columbia Dividend Opportunity will add Grace Lee, a member of the team supporting the strategy, to its manager lineup effective Oct. 1, 2020. Longtime lead manager David King and comanager Yan Jin remain in their roles. The strategy maintains its People rating of Average and its Morningstar Analyst Rating of Neutral.
Will CDOZX outperform in future?
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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.
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.
The Parent Pillar is our rating of CDOZX’s parent organization’s priorities and whether they’re in line with investors’ interests.