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.
Columbia Dividend Opportunity Inst CDOZX
NAV / 1-Day Return
39.32
/
1.81
%
Total Assets
2.4 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.800%
Expense Ratio
0.800%
Fee Level
Above Average
Longest Manager Tenure
3.14
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,000
Status
Open
TTM Yield
2.98%
Turnover
47%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Columbia Dividend Opportunity Gets a New Comanager; Ratings Unchanged
