ACUIX Mutual Fund
ACUIX Mutual Fund
Columbia Dividend Opportunity Fund Class C
ACUIX Mutual Fund Overview
ACUIX Mutual Fund (Columbia Dividend Opportunity Fund Class C) is managed by Columbia Threadneedle Investments with $58.2M in net assets. ACUIX expense ratio is 1.78%, holding 90 positions across sectors including Unknown, Financials, Health Care. Inception date: 2000-06-26.
ACUIX performance shows a YTD return of 12.64%. The 1-year return is 23.45% and the 5-year return is 10.33%. ACUIX dividend yield stands at 6.97%, paid quarterly.
ACUIX top holdings include Exxon Mobil Corp. (4.2%), Jpmorgan Chase & Co (3.1%), Johnson & Johnson (3.0%), Cisco Systems Inc. - Ordinary Shares (2.6%), Chevron Corp (2.5%). View all ACUIX holdings, sector breakdown, or dividend history.
ACUIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. ACUIX alternatives are available via the screener, along with tax-loss harvesting opportunities.