CDOAX Mutual Fund

CDOAX Mutual Fund (Columbia Dividend Opportunity Fund Class S) is managed by Columbia Threadneedle Investments with $27.3M in net assets. CDOAX expense ratio is 0.78%, holding 90 positions across sectors including Financials, Health Care, Information Technology. Inception date: 2024-10-02.

CDOAX performance shows a YTD return of 16.49%. The 1-year return is 26.34% and the 5-year return is 11.63%. CDOAX dividend yield stands at 6.28%, paid quarterly.

CDOAX top holdings include Exxonmobil Holdings Corp Common Stock Usd (3.4%), Jpmorgan Chase (3.3%), Cisco Systems Inc. - Ordinary Shares (3.2%), Johnson & Johnson - Common (2.8%), Goldman Sachs Group Inc/The (2.5%). Go to all CDOAX holdings, CDOAX sectors, or CDOAX dividends.

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