Morningstar

Columbia Dividend Opportunity Fund Institutional Class CDOZX

Medalist Rating as of Jun 11, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks a high level of current income with a secondary objective of growth of income and capital. The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CDOAX	Columbia Dividend Opportunity Fund Class S	No Load	Open			Oct 2, 2024	$28.43M	0.750%	Average	$0	−$2.11M
RSDFX	Columbia Dividend Opportunity Fund Institutional 2 Class	Institutional	Open			Aug 1, 2008	$149.23M	0.720%	Above Average	$0	$25.72M
CDOZX	Columbia Dividend Opportunity Fund Institutional Class	Institutional	Open			Sep 27, 2010	$918.97M	0.750%	Above Average	$2,000	$196.96M
CDOYX	Columbia Dividend Opportunity Fund Institutional 3 Class	Institutional	Open			Nov 8, 2012	$164.38M	0.670%	Average	$1M	−$12.46M
INUTX	Columbia Dividend Opportunity Fund Class A	Front Load	Open			Aug 1, 1988	$1.32B	1.000%	Average	$2,000	−$142.08M
ACUIX	Columbia Dividend Opportunity Fund Class C	Level Load	Open			Jun 26, 2000	$57.50M	1.750%	Average	$2,000	−$10.13M
RSOOX	Columbia Dividend Opportunity Fund Class R	Retirement, Medium	Open			Aug 1, 2008	$41.31M	1.250%	Above Average	$0	−$5.26M

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