Columbia Dividend Income Fund Quote

LBSCX Fund  USD 34.54  0.24  0.70%   

Performance

9 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Columbia Dividend is trading at 34.54 as of the 23rd of November 2024; that is 0.70 percent increase since the beginning of the trading day. The fund's open price was 34.3. Columbia Dividend has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. Equity ratings for Columbia Dividend Income are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 24th of October 2024 and ending today, the 23rd of November 2024. Click here to learn more.
The fund invests at least 80 percent of its net assets in a diversified portfolio of income-producing equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. More on Columbia Dividend Income

Moving together with Columbia Mutual Fund

  0.76CUSOX Columbia Ultra ShortPairCorr
  0.9ILGCX Columbia Integrated LargePairCorr
  0.9ILGGX Columbia Integrated LargePairCorr
  0.9ILGJX Columbia Integrated LargePairCorr
  0.84SSCVX Columbia Select SmallerPairCorr
  0.9ILVFX Columbia Integrated LargePairCorr

Moving against Columbia Mutual Fund

  0.55LIBAX Columbia Total ReturnPairCorr
  0.35LIIAX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Threadneedle Funds, Large Value Funds, Large Value, Columbia Threadneedle, Large Value, Large Value (View all Sectors)
Update Date30th of September 2024
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Columbia Dividend Income [LBSCX] is traded in USA and was established 23rd of November 2024. Columbia Dividend is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia Threadneedle family. This fund now has accumulated 36.9 B in assets with no minimum investment requirementsColumbia Dividend Income is currently producing year-to-date (YTD) return of 16.85% with the current yeild of 0.01%, while the total return for the last 3 years was 7.25%.
Check Columbia Dividend Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Dividend Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Dividend Income Mutual Fund Constituents

INTCIntelStockInformation Technology
JPMJPMorgan Chase CoStockFinancials
XOMExxon Mobil CorpStockEnergy
UNPUnion PacificStockIndustrials
UNHUnitedHealth Group IncorporatedStockHealth Care
TGTTargetStockConsumer Staples
PGProcter GambleStockConsumer Staples
PFEPfizer IncStockHealth Care
More Details

Columbia Dividend Income Risk Profiles

Columbia Dividend Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Dividend financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Dividend security.
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