Columbia Dividend Income Fund Quote
CDIRX Fund | USD 35.17 0.19 0.54% |
PerformanceSolid
| Odds Of DistressLow
|
Columbia Dividend is trading at 35.17 as of the 19th of July 2025; that is 0.54% increase since the beginning of the trading day. The fund's open price was 34.98. Columbia Dividend has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 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, Large Value, Large Value (View all Sectors) |
Update Date | 30th of June 2025 |
Columbia Dividend Income [CDIRX] is traded in USA and was established 19th of July 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 no minimum investment requirementsColumbia Dividend Income is currently producing year-to-date (YTD) return of 6.65% with the current yeild of 0.01%, while the total return for the last 3 years was 12.92%.
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
INTC | Intel | Stock | Information Technology | |
HON | Honeywell International | 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 Income Risk Profiles
Mean Deviation | 0.5389 | |||
Semi Deviation | 0.4965 | |||
Standard Deviation | 0.7153 | |||
Variance | 0.5117 |
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.
Sync Your Broker Sync your existing holdings, watchlists, positions or portfolios from thousands of online brokerage services, banks, investment account aggregators and robo-advisors. | |
Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets | |
Price Transformation Use Price Transformation models to analyze the depth of different equity instruments across global markets |