Columbia Dividend Opportunity Fund

Scorecard
4 / 5 Stars
Lipper
4 4 5 4 1
Zacks Investment Research
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Standard & Poor's
4 / 5 Stars
TheStreet.com
C+ (Hold)

U.S. News evaluated 329 Large Value Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 15.92 percent over the past year, 12.89 percent over the past three years, 21.59 percent over the past five years, and 9.01 percent over the past decade.

Trailing Returns Updated 03.31.2014
Year to date 2.0%
1 Year 15.9%
3 Years (Annualized) 12.9%
5 Years (Annualized) 21.6%
10 Years (Annualized) 9.0%

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Summary

The investment seeks a high level of current income with a secondary objective of growth of income and capital. The fund's assets primarily are invested in equity securities. Under normal market conditions, it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.

Fees

Fees are Low compared to funds in the same category.
Columbia Dividend Opportunity Fund has an expense ratio of 1.05 percent.

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Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

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