Columbia Dividend Opportunity’s investment team and process don’t stand out relative to the competition, resulting in a Morningstar Analyst Rating of Neutral for all share classes.
- NAV / 1-Day Return 33.06 / 0.76 %
- Total Assets 2.3 Bil
-
Adj. Expense Ratio
0.990%
- Expense Ratio 1.060%
- Distribution Fee Level Average
- Share Class Type Front Load
- Category Large Value
- Investment Style Large Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 2.84%
- Turnover 41%
Morningstar’s Analysis INUTX
Will INUTX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date Apr 30, 2023
- Equity Holdings 80
- Bond Holdings 0
- Other Holdings 5
- % Assets in Top 10 Holdings 32.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector