PACIX Mutual Fund
PACIX Mutual Fund
Columbia Convertible Securities Fund Class A
PACIX Mutual Fund Overview
PACIX Mutual Fund (Columbia Convertible Securities Fund Class A) is managed by Columbia Threadneedle Investments with $325.1M in net assets. PACIX expense ratio is 1.08%, holding 115 positions across sectors including Other, Information Technology, Utilities. Inception date: 1987-09-25.
PACIX performance shows a YTD return of 21.15%. The 1-year return is 37.90% and the 5-year return is 7.33%. PACIX dividend yield stands at 1.30%, paid quarterly.
PACIX 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%), The Boeing Co., Preferred 6.00% (2.5%). View all PACIX holdings, sector breakdown, or dividend history.
PACIX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PACIX alternatives are available via the screener, along with tax-loss harvesting opportunities.