Columbia Funds Series Trust II: Columbia Dividend Opportunity Fund; Class C Shares (ACUIX)

34.59 -0.29%
Jan 29 close; Powered by Koyfin
Pros

None for now.

Cons
Low net assets
High expense ratio
Sales load and/or distribution fees

Pros

None that we could think of.

Cons

  1. ACUIX net assets are $97.92 million. This fund is not a popular choice with retail investors.
  2. ACUIX expense ratio is 1.74%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?
  3. Warning: this fund has a 12b1 sales fee. The maximum 12b1 fee is 1%. A 12b-1 fee is an annual marketing or distribution fee on a mutual fund.