EONGY - Columbia International Dividend Income Fund Q4 2024 Commentary
2025-02-24 10:15:00 ET
Summary
- Columbia International Dividend Income Fund Institutional Class shares returned -7.41% in Q4 2024, outperforming the MSCI AC World ex USA Index's -7.60% return.
- Positive contributions came from materials, consumer discretionary, and communication services sectors, while financials, information technology, and utilities sectors detracted.
- The U.S. Dollar's strength and rising yields created a challenging environment for international equities, but a cautiously constructive outlook is maintained.
- The portfolio balances companies benefiting from economic improvement with defensively positioned businesses, focusing on high free cash flow, sustainable margins, and strong balance sheets.
Average annual total returns (%) for period ending December 31, 2024
Columbia International Dividend Income Fund |
3-mon. |
1-year |
3-year |
5-year |
10- year |
Institutional Class |
-7.41 |
2.48 |
1.08 |
4.47 |
4.82 |
Class A w ithout sales charge |
-7.45 |
2.23 |
0.83 |
4.21 |
4.56 |
Class A w ith 5.75% maximum sales charge |
-12.79 |
-3.63 |
-1.14 |
2.98 |
3.94 |
MSCI ACWI ex USA Index Net |
-7.60 |
5.53 |
0.82 |
4.10 |
4.80 |
MSCI ACWI ex USA Value Index Net |
-7.31 |
6.04 |
4.37 |
4.50 |
4.07 |