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Columbia Dividend Income C LBSCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 28.32  /  0.14 %
  • Total Assets 35.9 Bil
  • Adj. Expense Ratio
    1.660%
  • Expense Ratio 1.660%
  • Distribution Fee Level Below Average
  • Share Class Type Level Load
  • Category Large Value
  • Investment Style Large Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.03%
  • Turnover 17%

Morningstar’s Analysis LBSCX

Will LBSCX outperform in future?

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

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.

Rated on Published on

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Portfolio Holdings LBSCX

  • 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
3.41
1,252,677,743
Technology
3.37
1,241,563,956
Financial Services
2.93
1,077,223,972
Technology
2.65
973,182,803
Energy
2.60
956,089,592
Technology
2.54
932,897,538
Communication Services
2.46
906,391,014
Healthcare
2.36
869,239,280
Consumer Cyclical
2.33
858,939,770
Energy
2.33
856,409,509
Consumer Defensive