Columbia Threadneedle announced that new comanager Tara Gately will join Columbia Dividend Income on Sept. 13, 2021. The addition does not affect the strategy's Morningstar Analyst Ratings, which range from Silver to Bronze depending on fees.
Will LBSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable LBSAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the LBSAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of LBSAX’s parent organization’s priorities and whether they’re in line with investors’ interests.