PACIX Mutual Fund

PACIX Mutual Fund (Columbia Convertible Securities Fund Class A) is managed by Columbia Threadneedle Investments with $337.5M in net assets. PACIX expense ratio is 1.09%, holding 115 positions across sectors including Information Technology, Utilities, Industrials. Inception date: 1987-09-25.

PACIX performance shows a YTD return of 16.79%. The 1-year return is 27.03% and the 5-year return is 6.46%. PACIX dividend yield stands at 4.23%, 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%), Boeing Co 6 10/15/2027 (2.5%). 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.