LBSAX : Columbia Dividend Income Fund Class A

LBSAX is a US Stocks Market Large Value with HIGH fees.

LBSAX

Columbia Dividend Income Fund Class A

FI Score

59 /100

Expense Ratio Rating

5 /10

Expense Rating

0 /10

Market Score

10 /10

Category Score

8 /10

Market Size

10 /10

59% FI Score
  • lbsax
  • Mutual Fund
  • US Stocks
  • Large Value

Columbia Dividend Income Fund Class A

Expenses: 0.96% (Better than 0% of similar funds)

This is an OK choice for a Large Value US Stocks fund. See why ยป

Fund Summary

The investment seeks total return, consisting of current income and capital appreciation. 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.

Largest Holdings

Amount Holding
3.81% Johnson & Johnson
3.72% Microsoft Corp
2.85% Merck & Co Inc
2.67% Lockheed Martin Corp
2.56% JPMorgan Chase & Co
2.51% Apple Inc
2.50% Cisco Systems Inc
2.27% Union Pacific Corp
2.25% The Home Depot Inc
2.24% Chevron Corp
2.02% Comcast Corp Class A
1.98% Procter & Gamble Co
1.97% Intel Corp
1.95% Bank of America Corp
1.89% International Business Machines Corp
1.73% Texas Instruments Inc
1.66% Honeywell International Inc
1.51% PepsiCo Inc
1.50% Bristol-Myers Squibb Company
1.49% Eli Lilly and Co
1.47% Allstate Corp
1.46% Marsh & McLennan Companies Inc
1.44% Target Corp
1.43% UnitedHealth Group Inc
1.42% Walmart Inc

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