About CDDYX
Columbia Dividend Income Fund Institutional 3 Class is a large-value mutual fund focused on generating income through a diversified portfolio of dividend-paying equity securities. The fund primarily invests at least 80% of its net assets in common stocks, but it may also hold preferred stocks and convertible securities. Its portfolio emphasizes companies considered undervalued with potential for long-term growth, spanning various market capitalizations and sectors, including technology, healthcare, consumer defensive, financial services, and energy. Since its inception in 2012, the fund has aimed for total return through a combination of current income and capital appreciation. Key features include a relatively low expense ratio of around 0.54%, quarterly dividend payments, and a portfolio of approximately 80 holdings. The fund’s strategy balances income generation with capital growth, making it a staple within the large value category, appealing to institutional investors seeking steady dividend income alongside equity market exposure.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Above Average
Risk Rating Low
Stock Exchange NASDAQ
Ticker Symbol CDDYX
Share Class Institutional 3 Class
Index Russell 1000 TR USD
CDDYX had a total return of 21.09% in the past year, including dividends.
Since the fund's inception, the average annual return has been 12.94%.
