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 Health Care, Financials, Consumer Staples. 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 6.41%, paid quarterly.

CDOAX 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 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.