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Columbia Dividend Income Fund Class R: (MF: CDIRX)

(NASDAQ Mutual Funds) As of Jul 28, 2025 08:00 PM ET

$35.50 USD

-0.14 (-0.39%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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1-Strong Buy of 5 1        

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.28 40
3 months 3.72 56
6 months 6.28 40
1 Year 13.12 41
3 Year 12.87 23
5 Year 13.34 33
10 Year 10.46 13

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) 631.00

Load Adjusted Returns as of Jun 30, 2025

1 Year 13.12
5 Year 13.34
10 Year 10.46
Since Inception 9.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 2.46 3.72 NA NA
2024 8.25 -0.64 8.02 -1.46
2023 -0.30 4.03 -2.33 8.51
2022 -2.72 -9.58 -5.35 13.60
2021 8.76 5.70 -1.17 10.61
2020 -19.47 13.20 6.09 10.89

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.2814.489.92-5.4325.697.2527.43-4.8420.1712.91-5.00
% Total Return Rel to Index 0.07-10.54-16.3112.76-2.99-11.14-4.05-0.45-1.620.97-6.39
% Total Return Rel to Peer 0.052.830.541.534.692.095.442.176.061.55-1.51
% Perf Quintile vs Peer* 0.000.003.002.002.002.001.002.001.003.005.00
% Dividends 0.210.430.440.410.310.330.330.320.280.270.42
% Yield 0.591.211.291.320.931.231.291.491.211.362.27
Capital Gains ($) 0.001.380.910.560.440.000.261.070.600.440.00
Expense Ratio 0.001.141.151.151.171.191.211.221.251.271.27

* 1 = Top 20%, 5 = Bottom 20%