Columbia Convertible Securities’ skilled and experienced portfolio managers leverage the firm’s equity and credit resources effectively and employ a flexible and consistent approach to convertible investing. The strategy earns a Morningstar Analyst Rating of Silver for its cheapest share classes, Bronze for the pricier share classes, and Neutral for the most expensive one.
- NAV / 1-Day Return 19.58 / 0.36 %
- Total Assets 1.4 Bil
Adj. Expense Ratio
- Expense Ratio 0.850%
- Distribution Fee Level Above Average
- Share Class Type Institutional
- Category Convertibles
- Investment Style Mid Value
- Min. Initial Investment 2,000
- Status Open
- TTM Yield 2.25%
- Turnover 92%
Morningstar’s Analysis NCIAX
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