Columbia Convertible Securities’ skilled and compact team has leveraged the firm’s resources to generate solid and consistent returns over the long term. The strategy’s cheapest shares earn a Morningstar Analyst Rating of Silver while more expensive share classes warrant Bronze and Neutral ratings.
Will NCIAX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable NCIAX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the NCIAX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of NCIAX’s parent organization’s priorities and whether they’re in line with investors’ interests.