About ACUIX
Columbia Dividend Opportunity Fund is a large-cap value mutual fund that primarily seeks to provide a high level of current income, with a secondary focus on growth of income and capital. The fund invests in a carefully selected portfolio of stocks that exhibit above-average dividend yields combined with strong total return potential. It employs a disciplined, value-oriented investment approach, emphasizing companies with sustainable dividend payments across sectors such as consumer staples, health care, financials, energy, and information technology. The management team collaborates closely with research analysts to identify securities that align with the fund’s income and value-driven objectives, balancing long-term performance with risk management. Core holdings often include well-established companies like Philip Morris International, Coca-Cola, AbbVie, Exxon Mobil, and IBM, reflecting a defensive positioning in the portfolio. This fund plays a significant role in the financial market by offering investors exposure to dividend-paying U.S. large-cap equities, aiming to deliver income-focused returns while mitigating downside risk through diversified sector allocations and rigorous security selection.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange NASDAQ
Ticker Symbol ACUIX
Share Class Class C
Index MSCI USA High Dividend Yield NR USD
ACUIX had a total return of 22.21% in the past year, including dividends.
Since the fund's inception, the average annual return has been 6.31%.
