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Columbia Fds Srs Tr, Columbia Convertible Securities Fund Class A: (MF: PACIX)

(NASDAQ Mutual Funds) As of Jul 18, 2025 08:00 PM ET

$23.75 USD

+0.01 (0.04%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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5-Strong Sell of 5         5

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2025

Total Return %* Percentile Rank Objective
YTD 6.77 40
3 months 9.00 61
6 months 6.77 40
1 Year 14.64 68
3 Year 9.96 50
5 Year 8.09 36
10 Year 8.73 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 84.43
Bear Market (10/07 - 2/09) -36.99
Bull Market (2/09 - 3/21) 450.76

Load Adjusted Returns as of Jun 30, 2025

1 Year 8.41
5 Year 6.88
10 Year 8.13
Since Inception 9.59

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.04 9.00 NA NA
2024 1.72 0.26 4.97 2.27
2023 3.90 4.59 -3.53 6.74
2022 -5.37 -16.40 -0.16 1.78
2021 2.11 3.54 -1.30 -0.46
2020 -13.07 25.94 13.23 19.27

Annual Return

20252024202320222021202020192018201720162015
% Total Return 6.779.5011.91-19.613.8747.8626.09-0.9815.0711.23-7.18
% Total Return Rel to Index 0.57-15.51-14.33-1.41-24.8129.46-5.393.40-6.72-0.70-8.57
% Total Return Rel to Peer 0.51-1.583.08-1.52-0.476.094.470.482.423.74-2.46
% Perf Quintile vs Peer* 0.000.001.004.003.002.001.002.003.002.004.00
% Dividends 0.200.420.510.390.210.440.490.400.540.410.75
% Yield 0.831.851.881.880.661.302.031.972.582.204.23
Capital Gains ($) 0.000.000.001.435.451.900.890.590.000.000.41
Expense Ratio 1.071.091.121.101.121.121.131.121.131.111.10

* 1 = Top 20%, 5 = Bottom 20%