CDIRX Mutual Fund

CDIRX Mutual Fund (Columbia Dividend Income Fund Class R) is managed by Columbia Threadneedle Investments with $235.8M in net assets. CDIRX expense ratio is 1.15%, holding 82 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2008-03-28.

CDIRX performance shows a YTD return of 12.24%. The 1-year return is 18.14% and the 5-year return is 10.30%. CDIRX dividend yield stands at 4.31%, paid quarterly.

CDIRX top holdings include Jpmorgan Chase (4.3%), Apple, Inc (4.2%), Microsoft Corp (4.2%), Johnson & Johnson - Common (3.9%), Chevron Corp (2.5%). Go to all CDIRX holdings, CDIRX sectors, or CDIRX dividends.

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