LBSAX Mutual Fund

LBSAX Mutual Fund (Columbia Dividend Income Fund Class A) is managed by Columbia Threadneedle Investments with $5.55B in net assets. LBSAX expense ratio is 0.90%, holding 81 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-11-25.

LBSAX performance shows a YTD return of 11.45%. The 1-year return is 20.74% and the 5-year return is 10.79%. LBSAX dividend yield stands at 4.54%, paid quarterly.

LBSAX 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 LBSAX holdings, LBSAX sectors, or LBSAX dividends.

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