NCIDX Mutual Fund (Columbia Convertible Securities Fund Class S) is managed by Columbia Threadneedle Investments with $9.5M in net assets. NCIDX expense ratio is 0.83%, holding 115 positions across sectors including Other, Information Technology, Utilities. Inception date: 2024-10-02.

NCIDX performance shows a YTD return of 21.24%. The 1-year return is 38.24%. NCIDX dividend yield stands at 4.22%, paid quarterly.

NCIDX top holdings include Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (4.6%), Con Edison Co Of Ny Inc 5.5% 3/15/2034 (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 NCIDX holdings, sector breakdown, or dividend history.

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