Columbia International Dividend Income Fund Q4 2024 Commentary
Source: SeekingAlpha
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 |
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Columbia International Dividend Income Fund Q4 2024 Commentary
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