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Columbia Convertible Securities Inst NCIAX

Analyst rating as of
  • NAV / 1-Day Return 19.58  /  0.36 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.850%
  • 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

Will NCIAX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

A flexible approach that captures the convertibles market's upside.

Summary

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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.

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