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Columbia Convertible Securities A PACIX

Analyst rating as of
NAV / 1-Day Return
28.92  /  0.10 %
Total Assets
2.6 Bil
Adj. Expense Ratio
1.120%
Expense Ratio
1.120%
Fee Level
Average
Longest Manager Tenure
15.35 years
Category
Convertibles
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.79%
Turnover
98%
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Morningstar’s Analysis

Will PACIX 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' portfolio managers leverage the firm's equity and credit resources and employ a flexible but consistent approach to convertible-bond management. The strategy earns a Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze and Neutral for the more expensive ones.

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