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.
- NAV / 1-Day Return 29.28 / 0.31 %
- Total Assets 37.6 Bil
Adj. Expense Ratio
- 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%
Morningstar’s Analysis LBSAX
Will LBSAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.