PACIX Mutual Fund

PACIX Mutual Fund (Columbia Convertible Securities Fund Class A) is managed by Columbia Threadneedle Investments with $318.5M in net assets. PACIX expense ratio is 1.09%, holding 126 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1987-09-25.

PACIX performance shows a YTD return of 17.48%. The 1-year return is 25.55% and the 5-year return is 6.25%. PACIX dividend yield stands at 4.21%, paid quarterly.

PACIX 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 PACIX holdings, PACIX sectors, or PACIX dividends.

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