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

(NASDAQ Mutual Funds) As of Aug 4, 2026 05:13 PM ET

$29.79 USD

+0.91 (3.15%)

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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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Jun 30, 2026

Total Return %* Percentile Rank Objective
YTD 23.13 10
3 months 19.89 10
6 months 23.13 10
1 Year 37.90 13
3 Year 18.41 39
5 Year 7.34 35
10 Year 13.40 19

* 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) 648.63

Load Adjusted Returns as of Jun 30, 2026

1 Year 30.40
5 Year 6.14
10 Year 12.77
Since Inception 10.24

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 2.70 19.89 NA NA
2025 -2.04 9.00 9.63 2.14
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 23.1319.579.5011.91-19.613.8747.8626.09-0.9815.0711.23
% Total Return Rel to Index 10.111.35-15.51-14.33-1.41-24.8129.46-5.393.40-6.72-0.70
% Total Return Rel to Peer 3.453.34-1.583.08-1.52-0.476.094.470.482.423.74
% Perf Quintile vs Peer* 1.002.004.001.004.004.002.001.002.003.002.00
% Dividends 0.220.370.420.510.390.210.440.490.400.540.41
% Yield 1.151.361.851.761.880.661.302.031.972.582.20
Capital Gains ($) 0.830.000.000.001.435.451.900.890.590.000.00
Expense Ratio 1.081.071.091.121.101.121.121.131.121.131.11

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