About INUTX
The Columbia Dividend Opportunity Fund is a mutual fund dedicated to delivering a high level of current income, with a secondary objective of income and capital growth. The fund primarily invests in dividend-paying common and preferred stocks, allocating at least 80% of its net assets to these securities under normal market conditions. It emphasizes large-cap U.S. companies across a range of industries, with significant representation in sectors such as financials, health care, energy, technology, and consumer staples. The investment approach is value-oriented, targeting companies with above-average dividend yields and potential for long-term total returns.
A distinguishing feature of this fund is its disciplined selection process, which incorporates both collaborative and independent research to identify businesses with consistent and growing dividends, healthy balance sheets, and strong total return prospects. The portfolio is diversified, usually holding between 60 and 90 securities and including occasional exposure to foreign companies, up to 25% of assets. With a notable history since its inception in 1988, the Columbia Dividend Opportunity Fund plays a significant role for investors seeking reliable income and broad exposure to large value equities in the U.S. market.
Fund Family Columbia Threadneedle
Category Large Value
Performance Rating Average
Risk Rating Below Average
Stock Exchange Nasdaq
Ticker Symbol INUTX
Share Class Class A
Index MSCI USA High Dividend Yield NR USD
INUTX had a total return of 20.23% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.30%.
