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Columbia Dividend Opportunity Fund Class A: (MF: INUTX)
(NASDAQ Mutual Funds) As of Aug 1, 2025 08:00 PM ET
$38.81 USD
-0.35 (-0.89%)
Zacks MF Rank
5-Strong Sell of 5 5
Latest Performance as of Jun 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | 6.04 | 48 |
| 3 months | 2.62 | 73 |
| 6 months | 6.04 | 48 |
| 1 Year | 14.22 | 24 |
| 3 Year | 9.40 | 73 |
| 5 Year | 12.35 | 47 |
| 10 Year | 8.55 | 48 |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | 113.50 |
| Bear Market (10/07 - 2/09) | -51.36 |
| Bull Market (2/09 - 3/21) | 594.84 |
Load Adjusted Returns as of Jun 30, 2025
| 1 Year | 8.01 |
| 5 Year | 11.10 |
| 10 Year | 7.94 |
| Since Inception | 8.70 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | 3.32 | 2.62 | NA | NA |
| 2024 | 8.45 | -1.37 | 9.46 | -1.60 |
| 2023 | -1.64 | 1.61 | -2.90 | 8.05 |
| 2022 | 1.62 | -8.23 | -6.88 | 9.76 |
| 2021 | 10.73 | 5.03 | -1.04 | 9.57 |
| 2020 | -22.71 | 12.19 | 2.89 | 12.99 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | 6.04 | 15.20 | 4.84 | -4.67 | 26.11 | 0.82 | 23.42 | -5.35 | 14.31 | 13.38 | -4.70 |
| % Total Return Rel to Index | -0.16 | -9.81 | -21.40 | 13.52 | -2.56 | -17.58 | -8.06 | -0.96 | -7.48 | 1.45 | -6.09 |
| % Total Return Rel to Peer | -0.18 | 3.56 | -4.53 | 2.29 | 5.11 | -4.33 | 1.43 | 1.66 | 0.20 | 2.02 | -1.21 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 5.00 | 2.00 | 1.00 | 5.00 | 3.00 | 2.00 | 3.00 | 3.00 | 4.00 |
| % Dividends | 0.54 | 1.03 | 1.02 | 1.03 | 1.02 | 1.16 | 1.11 | 1.23 | 1.49 | 1.45 | 1.27 |
| % Yield | 1.30 | 2.47 | 2.66 | 2.75 | 2.30 | 3.18 | 2.69 | 3.28 | 3.37 | 3.61 | 3.43 |
| Capital Gains ($) | 0.00 | 1.95 | 0.29 | 0.56 | 3.85 | 0.28 | 3.36 | 3.00 | 3.12 | 0.00 | 0.00 |
| Expense Ratio | 0.00 | 1.00 | 1.00 | 0.99 | 1.01 | 1.00 | 0.99 | 0.98 | 0.99 | 1.01 | 1.00 |
* 1 = Top 20%, 5 = Bottom 20%