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Morningstar

Columbia Dividend Income A LBSAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
27.08  /  1.28 %
Total Assets
34.3 Bil
Adj. Expense Ratio
0.910%
Expense Ratio
0.910%
Fee Level
Below Average
Longest Manager Tenure
20.93 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.71%
Turnover
16%

Morningstar’s Fund Analysis LBSAX

Will LBSAX 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 LBSAX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

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.

Parent Pillar

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

Change on the horizon.

Senior Analyst

Summary

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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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