CSFYX Mutual Fund (Columbia Convertible Securities Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $440.7M in net assets. CSFYX expense ratio is 0.74%, holding 115 positions across sectors including Other, Information Technology, Utilities. Inception date: 2014-10-01.

CSFYX performance shows a YTD return of 21.31%. The 1-year return is 38.36% and the 5-year return is 7.71%. CSFYX dividend yield stands at 1.55%, paid quarterly.

CSFYX top holdings include Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (4.6%), Columbia Short Term Cash Fund (3.4%), Western Digital Corporation 3% Nov 15, 2028 (3.0%), Bloom Energy Corporation 144A 0% Nov 15, 2030 (2.6%), The Boeing Co., Preferred 6.00% (2.5%). View all CSFYX holdings, sector breakdown, or dividend history.

CSFYX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CSFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.