CSFYX Mutual Fund

CSFYX Mutual Fund (Columbia Convertible Securities Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $461.9M in net assets. CSFYX expense ratio is 0.75%, holding 126 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2014-10-01.

CSFYX performance shows a YTD return of 17.75%. The 1-year return is 25.97% and the 5-year return is 6.62%. CSFYX dividend yield stands at 4.39%, paid quarterly.

CSFYX top holdings include Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (3.1%), The Boeing Co., Preferred 6.00% (1.9%), Wells Fargo & Co., 7.50% Non-Cumul Perp Conv Cl A Preferred Stock, Series L (1.9%), Nextera Energy Inc Unit (Corporate Units 15/02/2029) (1.8%), Live Nation Entertainment Inc 2.88% Jan 15, 2030 (1.8%). Go to all CSFYX holdings, CSFYX sectors, or CSFYX dividends.

CSFYX can be compared against other funds. Use CSFYX overlap to find shared positions, or CSFYX vs another fund for a side-by-side view. CSFYX alternatives are available via the screener, along with tax-loss harvesting opportunities.