Columbia Dividend Opportunity Fund Quote
| CDOYX Fund | USD 40.14 0.43 1.08% |
PerformanceInsignificant
| Odds Of DistressLow
|
Columbia Dividend is trading at 40.14 as of the 25th of March 2025; that is 1.08% up since the beginning of the trading day. The fund's open price was 39.71. Columbia Dividend has about a 21 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 25th of December 2024 and ending today, the 25th of March 2025. Click here to learn more.
The funds assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80 percent of its net assets in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. More on Columbia Dividend Opportunity
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Large Value, Columbia (View all Sectors) |
| Update Date | 31st of March 2025 |
Columbia Dividend Opportunity [CDOYX] is traded in USA and was established 25th of March 2025. Columbia Dividend is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia family. This fund currently has accumulated 3.06 B in assets under management (AUM) with minimum initial investment of 1000 K. Columbia Dividend is currently producing year-to-date (YTD) return of 2.88% with the current yeild of 0.03%, while the total return for the last 3 years was 6.82%.
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 Opportunity 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 Opportunity Mutual Fund Constituents
| MO | Altria Group | Stock | Consumer Staples | |
| OXY | Occidental Petroleum | Stock | Energy | |
| WFC | Wells Fargo | Stock | Financials | |
| DOW | Dow Inc | Stock | Materials | |
| MSFT | Microsoft | Stock | Information Technology | |
| TGT | Target | Stock | Consumer Staples | |
| COP | ConocoPhillips | Stock | Energy | |
| KO | The Coca Cola | Stock | Consumer Staples |
Columbia Dividend Top Holders
| CIBYX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CBURX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| RBBCX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CKKRX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| RBBAX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CBUZX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity |
Columbia Dividend Risk Profiles
| Mean Deviation | 0.6386 | |||
| Semi Deviation | 0.8457 | |||
| Standard Deviation | 0.8155 | |||
| Variance | 0.6651 |
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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