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Columbia Dividend Income Fund Q4 2025 Commentary

Seeking Alpha
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⚡ Quantum Brief
Columbia Dividend Income Fund’s Institutional Class shares delivered a 2.48% return for Q4 2025, slightly outperforming the Russell 1000 Index’s 2.41% gain during the same period. The fund’s relative outperformance was driven by strategic allocations in information technology and financial sectors, which contributed positively to overall returns. An underweight position in Microsoft benefited the fund as investor skepticism grew over the company’s aggressive AI infrastructure and data center spending. The fund’s investment strategy focuses on long-term compounding by targeting companies capable of reinvesting profits to sustain growth and competitive advantages. Columbia Threadneedle Investments, part of Ameriprise Financial, manages the fund with an active approach aimed at individual, institutional, and corporate clients globally.
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Columbia Threadneedle Investments1.01K FollowersFollow5ShareSavePlay(9min)CommentsSummaryInstitutional Class shares of Columbia Dividend Income Fund returned 2.48% for the quarter ending December 31, 2025.Positive contributions to the fund's relative performance were led by positioning within information technology and financials.An underweight to Microsoft proved beneficial as some investors questioned the company's massive investment in AI infrastructure and data centers.Our goal is to own companies that we believe have the ability to be long-term winners and compound returns by consistently reinvesting in their businesses. Bussarin Rinchumrus/iStock via Getty Images Fund performance Institutional Class shares of Columbia Dividend Income Fund returned 2.48% for the quarter ending December 31, 2025. The fund's benchmark, the Russell 1000 Index, returned 2.41% for the same period. Positive contributions This article was written byColumbia Threadneedle Investments1.01K 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.

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