NCIAX Mutual Fund (Columbia Convertible Securities Fund Class I) is managed by Columbia Threadneedle Investments with $768.1M in net assets. NCIAX expense ratio is 0.83%, holding 115 positions across sectors including Other, Information Technology, Utilities. Inception date: 1999-05-21.

NCIAX performance shows a YTD return of 21.29%. The 1-year return is 38.24% and the 5-year return is 7.60%. NCIAX dividend yield stands at 1.51%, paid quarterly.

NCIAX top holdings include Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (4.6%), Scripps Escrow Ii Inc 3.88 01/15/2029 (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 NCIAX holdings, sector breakdown, or dividend history.

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