CDIRX – Fund Analysis – Columbia Dividend Income R | Morningstar

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Will CDIRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CDIRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CDIRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CDIRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

The new lead manager uses a well-worn playbook.

Senior Analyst Todd Trubey

Todd Trubey

Senior Analyst

Summary

Columbia Dividend Income’s new lead manager and seasoned crew ply a time-tested approach, earning Above Average People and High Process ratings.

by Todd Trubey

Rated on Jun 7, 2024 Published on Jun 7, 2024

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