NCIDX Mutual Fund

NCIDX Mutual Fund (Columbia Convertible Securities Fund Class S) is managed by Columbia Threadneedle Investments with $9.3M in net assets. NCIDX expense ratio is 0.84%, holding 126 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2024-10-02.

NCIDX performance shows a YTD return of 17.70%. The 1-year return is 25.87% and the 5-year return is 6.57%. NCIDX dividend yield stands at 4.42%, paid quarterly.

NCIDX 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 NCIDX holdings, NCIDX sectors, or NCIDX dividends.

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