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Morningstar

Columbia Dividend Income Inst GSFTX

Morningstar Analyst Rating
Analyst rating as of
  • NAV / 1-Day Return 29.29  /  0.61 %
  • Total Assets 37.5 Bil
  • Adj. Expense Ratio
    0.650%
  • Expense Ratio 0.660%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.89%
  • Turnover 16%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:12 PM GMT+00:00

Morningstar’s Analysis GSFTX

Will GSFTX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable GSFTX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the GSFTX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of GSFTX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Change on the horizon.

Associate Analyst

Summary

| by Sachin Nagarajan

Lead portfolio manager Scott Davis’ pending retirement is a loss for Columbia Dividend Income, but confidence in comanager Mike Barclay results in the strategy's Morningstar Analyst Rating of Silver for most share classes, while the pricier C shares earn a Bronze Rating.

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