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Nasdaq - Delayed Quote USD

Columbia Convertible Securities Inst (NCIAX)

21.44
+0.15
+(0.70%)
At close: 8:03:56 PM EDT

Fund Summary

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 Convertible Securities Inst

Boston MA 02111
One Financial Center

Fund Overview

Category Convertibles
Fund Family Columbia Threadneedle
Net Assets 1.16B
YTD Return 0.69%
Yield 2.19%
Morningstar Rating
Inception Date Oct 02, 2024

Fund Operations

Last Dividend 0.11
Last Cap Gain -13.00
Holdings Turnover 72.00%
Average for Category --

Fees & Expenses

Expense NCIAX Category Average
Annual Report Expense Ratio (net) 0.83% 1.13%
Prospectus Net Expense Ratio 0.83% --
Prospectus Gross Expense Ratio 0.91% --
Max 12b1 Fee -- --
Max Front End Sales Load -- 4.33%
Max Deferred Sales Load -- 1.57%
3 Yr Expense Projection 0 --
5 Yr Expense Projection 0 --
10 Yr Expense Projection 0 --

Management Information

Grace Lee is a portfolio manager on the Income and Growth Strategies Team at Columbia Threadneedle Investments. She joined the firm in 2014 as an equity analyst on the small-cap value team and has been a member of the investment community since 1996. Previously, Ms. Lee was an equity analyst at Mutual of America Capital Management, where she focused primarily on small-cap stocks. She also held investment and research positions at Daiwa Asset Management, Fifth Street Capital LLC and Bear Stearns & Co. She began her career as a technology investment banking analyst with Merrill Lynch & Co. Ms. Lee received a bachelor’s degree in political science and economics from Stanford University and an MBA from Harvard Business School. In addition, she holds the Chartered Alternative Investment Analyst designation.

Morningstar Style Box

Yahoo partners with Morningstar a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box which identifies a fund's investment focus, based on the underlying securities in the fund. MORNING_STAR_STYLE_BOX

Morningstar Category

While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.

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