LBSAX Rating, Research - Columbia Dividend Income A

Columbia Dividend Income A (lbsax)

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Short Term Rating Stock Ratings Help

Asset Allocation (% of Port)

US Stocks
Non-US Stocks

Geographic Allocation (% of Port)

North America
South America
Australia + Pacific Islands
Long Term Rating Stock Ratings Help


SWOT Statistics

Strengths + Opportunities = 91

Threats + Weaknesses = 70

When strengths & opportunities substantially exceed threats & weaknesses an investment in the lbsax mutual fund has great long term potential.

Fund Management Team

Fund Description Update

Columbia Dividend Income A (LBSAX) Description: LBSAX is a mutual fund, which is an investment that owns a basket of assets. The LBSAX mutual fund was provided by Columbia and this investment vehicle derives the majority of its value from equity holdings (stocks). Columbias mutual fund has a medium management tenure and is in the large fund size classification. LBSAXs minimum initial investment amount is $2500 while the IRA minimum is $1000. LBSAXs expense ratio is roughly 1%. The latest LBSAXs front end load was 6% and the back end load was 0%. The Columbia Dividend Income A (LBSAX) mutual fund falls under the large-cap value category. LBSAX focuses its investments in USA and LBSAX is not affiliated with a particular industry or fund sector. The Columbia Dividend Income A (LBSAX) mutual fund is not a leveraged fund and it does not have inverse fund properties. An investor can find LBSAXs top holdings, fundamental analysis, ratings, and fund risk (volatility) on the left side of the screen. The right side of LBSAXs research report features technical analysis and long term investment potential.

Portfolio Strategy Update

This investment vehicle seeks current income and long-term growth of income, as well as capital appreciation. The fund normally invests at least 80% of assets plus borrowings for investment purposes in common stocks (see stock research) of large-capitalization U.S. companies. Large-cap companies are considered to be those with market capitalizations like those found in the Russell 1000 Index. It also invests in stocks (see stock research) with high cash dividends or payout yields relative to the market.

Management Analysis Update

Performance Analysis Update