Unlock stock picks and a broker-level newsfeed that powers Wall Street.
Nasdaq - Delayed Quote USD

Columbia Convertible Securities Inst (NCIAX)

21.29
+0.04
+(0.19%)
At close: 8:03:56 PM EDT
Loading Chart for NCIAX
  • Previous Close 21.25
  • YTD Return 0.69%
  • Expense Ratio 0.83%
  • Category Convertibles
  • Last Cap Gain -13.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 1.16B
  • Beta (5Y Monthly) 0.92
  • Yield 2.19%
  • 5y Average Return --
  • Holdings Turnover 72.00%
  • Last Dividend 0.11
  • Inception Date Oct 2, 2024

Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.

Columbia Threadneedle

Fund Family

Convertibles

Fund Category

1.16B

Net Assets

2024-10-02

Inception Date

Performance Overview: NCIAX

View More

Trailing returns as of 3/31/2025. Category is Convertibles.

YTD Return

NCIAX
0.69%
Category
4.62%
 

1-Year Return

NCIAX
10.73%
Category
35.52%
 

3-Year Return

NCIAX
2.31%
Category
18.94%
 

5-Year Return

NCIAX
9.16%
Category
16.35%
 

People Also Watch

Holdings: NCIAX

View More

Sector Weightings

SectorNCIAX
Utilities   68.71%
Healthcare   14.20%
Real Estate   0.00%
Technology   0.00%
Industrials   0.00%
Energy   0.00%

Recent News: NCIAX

View More

Research Reports: NCIAX

View More

Top Mutual Funds