About CDOYX
Columbia Dividend Opportunity Fund Class I3 is an institutional share class mutual fund in the large value category. It seeks a high level of current income as its primary objective, with secondary goals of income growth and capital appreciation. The fund invests primarily in common stocks of large capitalization U.S. companies characterized by low valuations, high dividend yields, and slower growth rates in earnings, sales, book value, and cash flow. Its portfolio features concentrated positions in leading firms across sectors such as financial services, energy, healthcare, and consumer defensive, including holdings like JPMorgan Chase & Co., Exxon Mobil Corp., and Merck & Co Inc. Managed by Columbia Threadneedle Investments, the fund maintains a moderate portfolio turnover rate and caters to institutional investors with a substantial minimum initial investment requirement. This approach positions it to participate in the large value segment of the equity market, emphasizing dividend-paying securities for income-oriented strategies.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol CDOYX
Share Class Institutional 3 Class
Index MSCI USA High Dividend Yield NR USD
CDOYX had a total return of 21.45% in the past year, including dividends. Since the fund's
inception, the average annual return has been 11.27%.
