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Columbia Dividend Income A LBSAX

Morningstar Analyst Rating
Analyst rating as of
NAV / 1-Day Return
29.96  /  0.88 %
Total Assets
36.6 Bil
Adj. Expense Ratio
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
19.73 years
Category
Large Value
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.24%
Turnover
14%

USD | NAV as of Jul 23, 2021 | 1-Day Return as of Jul 23, 2021, 9:31 PM GMT+00:00

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Morningstar’s Analysis

Will LBSAX outperform in future?

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

Process Pillar

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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

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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

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

Manager Departure at Columbia Dividend Income Does Not Affect Ratings

Associate Director

Analyst Note

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On March 9, 2021, Columbia Threadneedle announced that Columbia Dividend Income comanager Peter Santoro had departed the firm to pursue another professional opportunity. Longtime manager Scott Davis and comanager Mike Barclay remain, however, so the strategy maintains its Morningstar Analyst Ratings of Silver or Bronze, depending on fees.

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