Columbia Dividend Income Fund Quote
| CDDYX Fund | USD 35.42 0.09 0.25% |
PerformanceInsignificant
| Odds Of DistressLow
|
Columbia Dividend is trading at 35.42 as of the 30th of June 2025; that is 0.25% up since the beginning of the trading day. The fund's open price was 35.33. Columbia Dividend has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 1st of April 2025 and ending today, the 30th of June 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in a diversified portfolio of income-producing equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. More on Columbia Dividend Income
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Large Value, Columbia (View all Sectors) |
| Update Date | 30th of June 2025 |
Columbia Dividend Income [CDDYX] is traded in USA and was established 30th of June 2025. Columbia Dividend is listed under Columbia category by Fama And French industry classification. The fund is listed under Large Value category and is part of Columbia family. This fund currently has accumulated 12.29 B in assets under management (AUM) with minimum initial investment of 1000 K. Columbia Dividend Income is currently producing year-to-date (YTD) return of 3.4% with the current yeild of 0.02%, while the total return for the last 3 years was 9.45%.
Check Columbia Dividend Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Dividend Income Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Dividend Income Mutual Fund Constituents
| HON | Honeywell International | Stock | Industrials | |
| GD | General Dynamics | Stock | Industrials | |
| JPM | JPMorgan Chase Co | Stock | Financials | |
| XOM | Exxon Mobil Corp | Stock | Energy | |
| UNP | Union Pacific | Stock | Industrials | |
| UNH | UnitedHealth Group Incorporated | Stock | Health Care | |
| TGT | Target | Stock | Consumer Staples | |
| PG | Procter Gamble | Stock | Consumer Staples |
Columbia Dividend Top Holders
| CBUZX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CIBYX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CBURX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| RBBCX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CKKRX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| RBBAX | Columbia Income Builder | Mutual Fund | Allocation--15% to 30% Equity | |
| CLGRX | Columbia Global Strategic | Mutual Fund | Large Growth | |
| CTFAX | Columbia Thermostat Fund | Mutual Fund | Tactical Allocation |
Columbia Dividend Income Risk Profiles
| Mean Deviation | 0.8104 | |||
| Semi Deviation | 1.36 | |||
| Standard Deviation | 1.39 | |||
| Variance | 1.93 |
Columbia Dividend Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Dividend financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Dividend security.
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