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Morningstar

Columbia Dividend Income Inst GSFTX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 29.35  /  0.14 %
  • Total Assets 35.9 Bil
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.93%
  • Turnover 17%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:16 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.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSFTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GSFTX 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 GSFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A new era begins.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Columbia Dividend Income’s longtime lead manager is retiring, but confidence in his successor supports maintaining the Morningstar Medalist Rating of Silver for most share classes, while the priciest one is rated Bronze.

by Sachin Nagarajan
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings GSFTX

More GSFTX Holdings
  • Current Portfolio Date
  • Equity Holdings 79
  • Bond Holdings 0
  • Other Holdings 2
  • % Assets in Top 10 Holdings 27.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Microsoft Corp

3.41
1,252,677,743
Technology

JPMorgan Chase & Co

3.37
1,241,563,956
Financial Services

Broadcom Inc

2.93
1,077,223,972
Technology

Exxon Mobil Corp

2.65
973,182,803
Energy

Cisco Systems Inc

2.60
956,089,592
Technology

Comcast Corp Class A

2.54
932,897,538
Communication Services

Johnson & Johnson

2.46
906,391,014
Healthcare

The Home Depot Inc

2.36
869,239,280
Consumer Cyclical

Chevron Corp

2.33
858,939,770
Energy

Procter & Gamble Co

2.33
856,409,509
Consumer Defensive