The Columbia Dividend Opportunity Fund is managed by a three-person team of experienced investment professionals led by David King, CFA, who has been a member of the investment community since 1983 and has managed the fund since May 2018. King brings extensive credentials including a Harvard MBA and CFA designation. Yan Jin serves as Vice President and Senior Portfolio Manager, contributing investment community experience since 1998 and an M.A. in Economics from North Carolina State University. Grace Lee, CAIA, joined as Portfolio Manager in October 2020, bringing investment experience since 1996 along with degrees from Stanford University and Harvard Business School plus the CAIA designation. The team operates within Columbia Management Investment Advisers, LLC, a major asset management firm managing $457.5 billion in total assets with 910 professionals. The fund launched on November 8, 2012, and has grown to $2.19 billion in total net assets as of December 31, 2025.

Read More

The Columbia Dividend Opportunity Fund seeks a high level of current income with a secondary objective of growth of income and capital. The fund targets a high level of current income as well as capital growth by investing in an equity strategy that emphasizes above-average dividend yields. Under normal market conditions, the fund invests at least 80% of its net assets in dividend-paying common and preferred stocks. The fund focuses on companies with consistent and growing dividends across a broad range of sectors, maintaining broad diversification while acknowledging that dividend stocks generally have defensive characteristics. The management team seeks attractive yields and reasonable valuations, particularly in out-of-favor market segments, and emphasizes effective individual stock selection while avoiding companies that fall below their yield thresholds.

Read More