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Morningstar

Columbia Dividend Income A LBSAX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 29.28  /  0.31 %
  • Total Assets 37.6 Bil
  • Adj. Expense Ratio
    0.900%
  • Expense Ratio 0.910%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Large Value
  • Investment Style Large Blend
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.62%
  • Turnover 16%

USD | NAV as of Feb 06, 2023 | 1-Day Return as of Feb 06, 2023, 11:32 PM GMT+00:00

Morningstar’s 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.

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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