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Columbia Dividend Opportunity Fund Institutional Class (CDOZX)

Net Asset Value
1 Day
Overall Morningstar Rating
Large value
Style or Category
No Load
Sales Expenses
Expense Ratio
Below Average
Morningstar Risk Rating™
Investment Objective The investment seeks a high level of current income with a secondary objective of growth of income and capital. The fund's assets primarily are invested in equity securities. Under normal market conditions- it will invest at least 80% of its net assets (including the amount of any borrowings for investment purposes) in dividend-paying common and preferred stocks. The fund may invest in companies that have market capitalizations of any size. It may invest up to 25% of its net assets in foreign investments.


1 month+3.08% 3 years+9.24%
3 months+7.94% 5 years+11.77%
1 year+17.55% Since inception+12.43%
Data through --

Peer Comparisonvs. Large value

Performance 5-yr return+11.77%+13.33%
Expense ratio0.73%1.03%
Risk 5 year sharpe ratio1.271.26
Net assets$3.7B$2.9B
Average market cap$97.6B$96.8B
Average P/E19.919.4
Portfolio turnover65%65%

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Fund Management and Purchase Info

Fund familyColumbia
Fund manager & tenureSteven Schroll / 13 Years
Minimal initial investment$2,000.00
Minimum IRA investment--


U.S. stock81.77%
International stock17.27%
Fixed income0.49%
Top 5 Sectors
Portfolio weighting
Telecommunication 14.95%
Consumer goods 13.56%
Energy 13.23%
Industrial materials 12.24%
Healthcare 11.41%
Top 10 Holdings
Portfolio weighting
PM Philip Morris6.17%
T AT&T4.85%
CSCO Cisco4.79%
INTC Intel4.59%
CVX Chevron3.80%
PFE Pfizer3.11%
-- 3.01%
MSFT Microsoft2.87%
MO Altria Group2.71%
BP BP2.69%