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Columbia Dividend Income Inst GSFTX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 33.16  /  +0.33 %
  • Total Assets 40.6 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.650%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.78%
  • Turnover 17%

USD | NAV as of Jul 15, 2024 | 1-Day Return as of Jul 15, 2024, 10:14 PM GMT+0

Morningstar’s Analysis GSFTX

Will GSFTX outperform in future?

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

The new lead manager uses a well-worn playbook.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Columbia Dividend Income’s new lead manager and seasoned crew ply a time-tested approach, earning Above Average People and High Process ratings.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSFTX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

4.27 1.7 Bil
Financial Services

Microsoft Corp

3.64 1.5 Bil
Technology

Exxon Mobil Corp

2.55 1.0 Bil
Energy

Broadcom Inc

2.40 954.0 Mil
Technology

Chevron Corp

2.35 936.5 Mil
Energy

Johnson & Johnson

2.35 933.6 Mil
Healthcare

Walmart Inc

2.32 921.7 Mil
Consumer Defensive

Procter & Gamble Co

2.27 902.3 Mil
Consumer Defensive

The Home Depot Inc

2.19 870.9 Mil
Consumer Cyclical

Merck & Co Inc

2.18 866.1 Mil
Healthcare