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 89 positions across sectors including Financials, Health Care, Consumer Staples. Inception date: 2000-06-26.

ACUIX performance shows a YTD return of 18.04%. The 1-year return is 23.38% and the 5-year return is 10.77%. ACUIX dividend yield stands at 6.35%, paid quarterly.

ACUIX top holdings include Exxonmobil Holdings Corp Common Stock Usd (3.5%), Jpmorgan Chase (3.2%), Johnson & Johnson - Common (2.9%), Cisco Systems Inc. - Ordinary Shares (2.8%), Goldman Sachs Group Inc/The (2.4%). 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.