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Morningstar

Columbia Dividend Opportunity A INUTX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 38.00  /  −0.21 %
  • Total Assets 2.2 Bil
  • Adj. Expense Ratio
    1.050%
  • Expense Ratio 1.050%
  • 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 2.73%
  • Turnover 52%

USD | NAV as of May 16, 2024 | 1-Day Return as of May 16, 2024, 10:16 PM GMT+0

Morningstar’s Analysis INUTX

Will INUTX 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 INUTX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

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

Signs of a manager retirement emerge.

Associate Analyst Sachin Nagarajan

Sachin Nagarajan

Associate Analyst

Summary

Team changes on Columbia Dividend Opportunity suggest its veteran manager may retire in the coming years. The strategy retains a Morningstar Medalist Rating of Neutral for all share classes.

by Sachin Nagarajan
Rated on Published on

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Portfolio Holdings INUTX

More INUTX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 31.0
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

JPMorgan Chase & Co

5.12 108.2 Mil
Financial Services

Exxon Mobil Corp

4.90 103.7 Mil
Energy

Merck & Co Inc

3.46 73.2 Mil
Healthcare

AbbVie Inc

2.93 62.0 Mil
Healthcare

Johnson & Johnson

2.81 59.4 Mil
Healthcare

Chevron Corp

2.80 59.2 Mil
Energy

Wells Fargo & Co

2.35 49.8 Mil
Financial Services

Coca-Cola Co

2.29 48.4 Mil
Consumer Defensive

PepsiCo Inc

2.22 47.0 Mil
Consumer Defensive

Bank of America Corp

2.10 44.4 Mil
Financial Services