Columbia Dividend Income Fund Q3 2025 Commentary
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Columbia Threadneedle Investments979 FollowersFollow5ShareSavePlay(12min)CommentsSummaryInstitutional Class shares of Columbia Dividend Income Fund returned 6.10% for the quarter ending September 30, 2025. The fund’s benchmark, the Russell 1000 Index, returned 7.99% for the same period.Selection was most additive within health care, where AbbVie and Johnson & Johnson led positive contributions.Selection detracted notably within communications services as well, where the primary constraint was a relative lack of exposure to Alphabet. solidcolours/iStock via Getty Images Share Class Symbol A LBSAX C LBSCX Institutional GSFTX Institutional 2 CDDRX Institutional 3 CDDYX R CDIRX Click to enlarge Overall Morningstar Rating The Morningstar Rating is for the indicated share classes only asThis article was written byColumbia Threadneedle Investments979 FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.Quick InsightsHow did GSFTX's sector allocation impact Q3 2025 performance?GSFTX benefited from strong health care and financials selection but lagged due to underweights in information technology and communication services, particularly missing gains from Apple, NVIDIA, and Alphabet.What is GSFTX's forward strategy amid market preference for growth and AI?GSFTX will continue emphasizing high-quality, dividend-growing companies with sustainable free cash flow, avoiding short-term market trends and maintaining a long-term, risk-adjusted approach.Which holdings and sector exposures are key for GSFTX's risk and return outlook?Top holdings include JPM, MSFT, JNJ, and WMT; the fund remains underexposed to non-dividend tech leaders but focuses on defensible franchises and diversified sector allocation for resilience.Recommended For You