Columbia Management offers a spectrum of income-oriented solutions to meet your needs.

Columbia Dividend Opportunity Fund Class Z (CDOZX)

three star Overall Morningstar™ Rating as of 03/31/2014

Aims to provide investors with a combination of strong total returns, yields above the current market, and dividend growth that keeps pace with inflation. The Fund invests in underappreciated companies that are trading at low valuations across three dividend-paying buckets: high yielding; steady  payers and growers; and emerging payers.

Our Portfolio Managers

Paul F. Stocking, CFA

Steven R. Schroll, CFA

Morningstar Ratings

Class Z shares. Ratings as of 03/31/2014


three star of 1,068 Funds


three star of 1,068 Funds


four star of 951 Funds


five star of 626 Funds

Average annual total returns on NAV

Performance as of 03/31/2014

1 Year total return 3 Year total return 5 Year total return 10 Year total return
Columbia Dividend Opportunity Fund,
Class Z
16.29% 13.26% 21.84% 9.13%
Russell 1000 Value Index 21.57% 14.80% 21.75% 7.58%
See More Pricing and Performance Information

It is not possible to invest directly in an index. For index descriptions, click here. Gross expense ratios, as of the most recent fund prospectus: 0.80%.

The returns shown for periods prior to the share class inception date (including returns since inception, which are since fund inception) include the returns of the fund’s oldest share class. These returns are adjusted to reflect any higher class-related operating expenses of the newer share classes, as applicable. Please visit for more information.

The investment manager and certain of its affiliates have contractually (for at least the current fiscal year) and/or voluntarily agreed to waive certain fees and/or to reimburse certain expenses of the Fund, as described in the Fund's prospectus, unless sooner terminated at the sole discretion of the Fund's board. Voluntary waivers/reimbursement arrangements, if any, may be discontinued at any time. Without such waivers/reimbursements, the Fund’s returns would be lower.

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