Nasdaq - Delayed Quote USD

Columbia Dividend Income S (GFSDX)

34.54
-0.22
(-0.63%)
At close: 8:01:36 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 5.30%
5y Average Return 0.00%
Number of Years Up --
Number of Years Down --
Best 1Y Total Return (Feb 28, 2025) --
Worst 1Y Total Return (Feb 28, 2025) --
Best 3Y Total Return --
Worst 3Y Total Return --

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
GFSDX
Category
YTD
4.06%
4.44%
1-Month
4.06%
-4.04%
3-Month
3.93%
4.09%
1-Year
18.11%
14.37%
3-Year
9.26%
6.04%
5-Year
11.51%
9.20%
10-Year
11.54%
8.57%
Last Bull Market
15.41%
22.97%
Last Bear Market
-9.47%
-11.27%

Annual Total Return (%) History

Past Quarterly Returns

Rank in Category (By Total Return)

YTD 54
1-Month 54
3-Month 36
1-Year 56
3-Year 34
5-Year 36

Load Adjusted Returns

1-Year 18.11%
3-Year 9.26%
5-Year 11.51%
10-Year 11.54%

Performance & Risk

YTD Return 5.30%
5y Average Return 0.00%
Rank in Category (ytd) 54
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.78
Morningstar Risk Rating

Fund Overview

Category Large Value
Fund Family Columbia Threadneedle
Net Assets 42.99B
YTD Return 4.06%
Yield --
Morningstar Rating
Inception Date Mar 28, 2008

Fund Summary

The fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in a diversified portfolio of income-producing (dividend-paying) equity securities, which will consist primarily of common stocks but also may include preferred stocks and convertible securities. It invests principally in securities of companies believed to be undervalued but also may invest in securities of companies believed to have the potential for long-term growth. The fund may invest in companies that have market capitalizations of any size.

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