Fund Mojo help you discover the best fund managers, funds, and related information

Fund Intelligence | Best Managers | ACUIX Insights | ACUIX Score | ACUIX Performance | ACUIX News | ACUIX Allocation | ACUIX Holdings Change

Columbia Dividend Opportunity C (ACUIX) Fund Ranking and Research

Ranking, Research and Recommendation of Columbia Dividend Opportunity C (ACUIX) Fund

    Last Trade: $ on , Change: (0%)

 

Graph of Columbia Dividend Opportunity C Fund (ACUIX) ManagerFund Manager - Dean R. Ramos

Fund Manager Information

Fund Manager Tenure: 6.8 years
Fund Family: Columbia
Fund Category: Large Value
Fund Performance: May 30, 2016
Fundmojo Fund Grade: C (Score: 0.55)     (What does this score mean?)

 

Graph of Columbia Dividend Opportunity C Fund (ACUIX) ProfileColumbia Dividend Opportunity C Fund (ACUIX) Profile

Fund Profile and Description

Columbia Dividend Opportunity C Fund seeks high level of current income with a secondary objective of growth of income and capital. Columbia Dividend Opportunity C Fund normally invests at least 80% of assets in dividend-paying common and preferred stocks. It may invest up to 25% of assets in foreign investments. Columbia Dividend Opportunity C Fund may invest in any economic sector and emphasize one or more particular sectors. Preference is generally given to higher dividend paying companies.

 

Columbia Dividend Opportunity C (ACUIX) Fund Strength What we like about Columbia Dividend Opportunity C (ACUIX) Fund

Data for Columbia Dividend Opportunity C Fund (ACUIX) as of May 30, 2016

  • Columbia Dividend Opportunity C Fund (ACUIX) management has been with Columbia Dividend Opportunity C Fund for 6.8 years
  • Columbia Dividend Opportunity C Fund (ACUIX) has good short-term performance (1-year return 1.33% vs -2.36% Large Value category median performance)
  • Columbia Dividend Opportunity C Fund (ACUIX) ratio of up-years vs down years is greater than 2
  • Columbia Dividend Opportunity C Fund (ACUIX) has a Morningstar rating of 4 and above
  • Columbia Dividend Opportunity C Fund (ACUIX) is less volatile than its peers as it has a 3-year Standard Deviation of 10.45, lower than category average of 11.7

Columbia Dividend Opportunity C Fund (ACUIX) Weakness What we are cautious about Columbia Dividend Opportunity C (ACUIX) Fund

Data for Columbia Dividend Opportunity C Fund (ACUIX) as of May 30, 2016

  • Columbia Dividend Opportunity C Fund (ACUIX) has a less-than-ideal mid-term performance (3-year return 7.40% vs 7.81% Large Value category median performance)
  • Columbia Dividend Opportunity C Fund (ACUIX) has a less-than-ideal Long-term performance (5-year return 8.52% vs 9.15% Large Value category median performance)
  • Columbia Dividend Opportunity C Fund (ACUIX) has an annual stock turnover rate of 78.00% that is higher than the Large Value average of 44.39%. This could mean Columbia Dividend Opportunity C is more nimble, but also signal potential high tax impact and high trading fees
  • Columbia Dividend Opportunity C Fund (ACUIX) has a higher expense ratio of 1.75% than its Large Value average of 1.10%
  • Columbia Dividend Opportunity C Fund (ACUIX) carries a 1% load
See Columbia Dividend Opportunity C Fund (ACUIX) performance details as of May 30, 2016

 

What do you think?

 

Compare Columbia Dividend Opportunity C Fund (ACUIX)Compare with other top Large Value category mutual funds

Aadditional top Large Value mutual funds for your consideration

FundYear to Date1 Year3 year5 year
Columbia Dividend Opportunity C6.501.337.408.52
American Funds Washington Mutual R6 (RWMGX)4.012.339.9611.35Compare
Invesco Diversified Dividend A (LCEAX)6.815.3410.8311.26Compare
AB Growth and Income A (CABDX)2.632.169.1511.11Compare

See top fund managers for Large Value Category Funds

 

Compare Columbia Dividend Opportunity C Fund (ACUIX)Compare with Large Value category ETFs

Some Large Value ETFs for your consideration

ETFYear to DateOne YearThree Year
Vanguard High Dividend Yield ETF (VYM)6.38%4.49%10.76%
WisdomTree Total Dividend ETF (DTD)6.26%3.08%10.25%
Schwab US Large-Cap Value ETF (SCHV)5.45%2.83%9.22%
iShares Morningstar Large-Cap Value (JKF)6.37%2.65%8.24%
WisdomTree Dividend ex-Financials ETF (DTN)8.12%2.21%9.53%

 

Graph of Columbia Dividend Opportunity C Fund (ACUIX) Net Asset TrackingColumbia Dividend Opportunity C (ACUIX) Fund Net Asset

Track net asset change of Columbia Dividend Opportunity C fund (ACUIX)

DateNet Asset
05/2016$4.37B
03/2016$4.54B
02/2016$4.35B
More historic net asset information on Columbia Dividend Opportunity C Fund (ACUIX)

  

Graph of Columbia Dividend Opportunity C Fund (ACUIX) Portfolio TrackingColumbia Dividend Opportunity C (ACUIX) Fund Portfolio Allocation

Track portfolio allocation change of Columbia Dividend Opportunity C fund (ACUIX)

DateCashStockBondOther
04/20165.17%93.63%0%1.2%
02/20161.79%95.49%1.29%1.43%
01/20162.36%94.31%1.25%2.08%
Click here to see more historic asset allocation information on Columbia Dividend Opportunity C Fund (ACUIX)

 

graph of Columbia Dividend Opportunity C Fund (ACUIX) Top 10 Position TrackingTop 10 Holdings in Columbia Dividend Opportunity C (ACUIX) Fund

Discover what Columbia Dividend Opportunity C Fund (ACUIX) manager is buying

Apr 29, 2016
AT&T Inc. [5.54%]
Philip Morris International Inc [5.52%]
Altria Group, Inc. [5.26%]
Chevron Corporation Common Stoc [4.33%]
Pfizer, Inc. Common Stock [3.91%]
Exxon Mobil Corporation Common [3.87%]
Microsoft Corporation [3.55%]
Cisco Systems, Inc. [3.36%]
Lockheed Martin Corporation Com [3.01%]
Johnson & Johnson Common Stock [2.88%]

Feb 28, 2016
AT&T Inc. [5.62%]
Altria Group, Inc. [5.58%]
Philip Morris International Inc [5.57%]
Chevron Corporation Common Stoc [4.3%]
Microsoft Corporation [3.85%]
Exxon Mobil Corporation Common [3.79%]
Pfizer, Inc. Common Stock [3.76%]
Cisco Systems, Inc. [3.38%]
Lockheed Martin Corporation Com [3.02%]
Johnson & Johnson Common Stock [2.93%]

Jan 30, 2016
Altria Group, Inc. [5.45%]
Philip Morris International Inc [5.44%]
AT&T Inc. [5.4%]
Chevron Corporation Common Stoc [4.31%]
Microsoft Corporation [4.15%]
Pfizer, Inc. Common Stock [3.84%]
Exxon Mobil Corporation Common [3.63%]
Cisco Systems, Inc. [3.04%]
Lockheed Martin Corporation Com [2.93%]
Johnson & Johnson Common Stock [2.89%]
Click here for Stock Holding Change Map in Columbia Dividend Opportunity C Fund (ACUIX)

  

Latest News on Columbia Dividend Opportunity C (ACUIX) Fund

See what is happening with Columbia Dividend Opportunity C Fund (ACUIX)

    No recent news

 

Columbia Dividend Opportunity C Fund (ACUIX) Related ResourcesSee more information on Columbia Dividend Opportunity C (ACUIX) Fund

Popular pages on Columbia Dividend Opportunity C (ACUIX) Fund

  

Fund Mojo Newsletter

Fund Mojo on Facebook Follow FundMojo on Twitter Fund Update