Columbia Dividend Income Fund
Morningstar Rating: 5 stars
Minimum investment: $2,000
Performance Summary: Columbia Dividend is actually lagging the S&P 500 by 1 percentage point this year and is only up 17% in the past 52 weeks. Longer-term, however, GSFTX beat the broader market by 0.84 points over five years and by 1.51 points in the past decade.
Notes: This large-cap value fund also is heavy in U.S. stock weightings, at 93% of its portfolio. Top holdings include Verizon (VZ), Microsoft (MSFT) and Pfizer (PFE).
As of this writing, Dan Burrows did not hold a position in any of the aforementioned securities.