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.
Columbia Dividend Income A LBSAX
NAV / 1-Day Return
29.87
/
0.07
%
Total Assets
37.1 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.940%
Expense Ratio
0.940%
Fee Level
Below Average
Longest Manager Tenure
19.90
years
Category
Large Value
Investment Style
Large ValueMin. Initial Investment
2,000
Status
Open
TTM Yield
1.20%
Turnover
11%
Premium
Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
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.
Comanager Addition to Columbia Dividend Income Does Not Impact Ratings
