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CSFYX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Convertible Securities Inst3 (CSFYX) Ownership - Who owns Columbia Convertible Securities Inst3?

The investment seeks total return, consisting of capital appreciation and current income... Show more

Category: #Convertibles

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CSFYX

Net Assets

1.17B

Fund Existence

almost 11 years

Turnover

108.00

Total Expense Ratio

0.75

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

1000000

Min. Initial Investment IRA

N/A

Morningstar Category

Convertibles

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.81

Assets in Top Ten Holdings

271M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

80.7M

Fund Type

OpenEnd

Index Fund

Management Fee

0.78

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

115.00

Number of Net Holdings

115.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

20.98%

Gain YTD

9.522

Annual Yield % from dividends

2.02

Returns for 1 year

19.24

Returns for 3 years

27.15

Returns for 5 years

3.85

Returns for 10 years

63.19

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General Information

Category Convertibles

Profile

Fundamentals

Details