Columbia Dividend Opportunity’s small team and standard approach earn Average ratings for the People and Process Pillars.
Columbia Dividend Opportunity Fund Institutional Class CDOZX
- NAV / 1-Day Return $46.82 / +0.32 %
- Fund Size $2.7B
- Adjusted Expense Ratio 0.750%
- Net Expense Ratio 0.750%
- Fee Level: Distribution Above Average
- Share Class Type Institutional
- Morningstar Category Large Value
- Equity Style Box (Funds) Large Value
- Minimum Initial Investment $2,000
- Investment Status Open
- TTM Yield 2.42%
- Turnover Ratio 28%
Morningstar’s Analysis CDOZX
Will CDOZX outperform in the future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 25.5
|
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
|---|---|---|---|
ExxonMobil Holdings Corp | 3.62 | 92M | Energy |
JPMorgan Chase & Co | 3.11 | 79M | Financial Services |
Johnson & Johnson | 2.95 | 75M | Healthcare |
Cisco Systems Inc | 2.86 | 73M | Technology |
AbbVie Inc | 2.28 | 58M | Healthcare |
Philip Morris International Inc | 2.26 | 57M | Consumer Defensive |
Chevron Corp | 2.26 | 57M | Energy |
Merck & Co Inc | 2.24 | 57M | Healthcare |
The Goldman Sachs Group Inc | 2.14 | 54M | Financial Services |
Columbia Short Term Cash Fund | 1.99 | 50M | Cash and Equivalents |