CSFYX Mutual Fund

CSFYX Mutual Fund (Columbia Convertible Securities Fund Institutional Class III) is managed by Columbia Threadneedle Investments with $465.3M in net assets. CSFYX expense ratio is 0.75%, holding 115 positions across sectors including Information Technology, Utilities, Industrials. Inception date: 2014-10-01.

CSFYX performance shows a YTD return of 17.04%. The 1-year return is 27.47% and the 5-year return is 6.83%. CSFYX dividend yield stands at 4.41%, 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%), Boeing Co 6 10/15/2027 (2.5%). 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.