CDOZX Mutual Fund

CDOZX Mutual Fund (Columbia Dividend Opportunity Fund Class I) is managed by Columbia Threadneedle Investments with $766.7M in net assets. CDOZX expense ratio is 0.78%, holding 90 positions across sectors including Health Care, Financials, Consumer Staples. Inception date: 2010-09-27.

CDOZX performance shows a YTD return of 16.49%. The 1-year return is 27.24% and the 5-year return is 11.62%. CDOZX dividend yield stands at 7.07%, paid quarterly.

CDOZX 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 CDOZX holdings, CDOZX sectors, or CDOZX dividends.

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