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Columbia Convertible Securities Inst NCIAX

Analyst rating as of
NAV / 1-Day Return
32.32  /  1.25 %
Total Assets
2.7 Bil
Adj. Expense Ratio
0.880%
Expense Ratio
0.880%
Fee Level
Average
Longest Manager Tenure
14.96 years
Category
Convertibles
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
1.48%
Turnover
74%
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Morningstar’s Analysis

Will NCIAX outperform in future?

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

One of the better convertible strategies.

Summary

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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.

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