ACUIX Mutual Fund

ACUIX Mutual Fund (Columbia Dividend Opportunity Fund Class C) is managed by Columbia Threadneedle Investments with $58.2M in net assets. ACUIX expense ratio is 1.78%, holding 90 positions across sectors including Health Care, Financials, Consumer Staples. Inception date: 2000-06-26.

ACUIX performance shows a YTD return of 15.82%. The 1-year return is 25.96% and the 5-year return is 10.69%. ACUIX dividend yield stands at 6.47%, paid quarterly.

ACUIX top holdings include Exxon Mobil Corp. (4.2%), Jpmorgan Chase & Co (3.1%), Johnson & Johnson - Common (3.0%), Cisco Systems Inc. - Ordinary Shares (2.6%), Chevron Corp (2.5%). Go to all ACUIX holdings, ACUIX sectors, or ACUIX dividends.

ACUIX can be compared against other funds. Use ACUIX overlap to find shared positions, or ACUIX vs another fund for a side-by-side view. ACUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.