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Columbia Dividend Income Adv CVIRX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 33.59  /  +0.27 %
  • Total Assets 40.4 Bil
  • Adj. Expense Ratio
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type No Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.76%
  • Turnover 17%

USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CVIRX

Will CVIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Columbia Dividend Income Formally Adds a Third Portfolio Manager

null Todd Trubey

Todd Trubey

Analyst Note

On Feb. 1, Columbia Dividend Income formally named Andrew Wright as the third portfolio manager on the fund. Wright joined Columbia from Portolan Capital a year ago and began working with this strategy immediately. Michael Barclay remains lead manager, and senior portfolio manager Tara Gately remains in place. Wright's addition bolsters the team’s resources and aids in long-term succession planning, though Barclay and Gately are likely to be here well into the future, since Barclay just took over as lead after Scott Davis' retirement in June 2023. The strategy’s pillar ratings and Morningstar Medalist Rating are unaffected.

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Portfolio Holdings CVIRX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.4
Top 10 Holdings
% Portfolio Weight
Market Value USD

JPMorgan Chase & Co

4.12 1.6 Bil
Financial Services

Microsoft Corp

3.49 1.4 Bil

Exxon Mobil Corp

2.62 1.0 Bil

Broadcom Inc

2.40 933.7 Mil

Chevron Corp

2.39 930.5 Mil

Johnson & Johnson

2.36 920.3 Mil

Procter & Gamble Co

2.30 894.9 Mil
Consumer Defensive

Merck & Co Inc

2.29 891.5 Mil

The Home Depot Inc

2.23 869.2 Mil
Consumer Cyclical

AbbVie Inc

2.17 845.2 Mil