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

(NASDAQ Mutual Funds) As of Dec 17, 2025 05:13 PM ET

$25.11 USD

-0.33 (-1.30%)

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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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 19.86 40
3 months 7.13 34
6 months 17.86 20
1 Year 15.35 26
3 Year 12.58 45
5 Year 5.43 42
10 Year 10.66 35

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 84.43
Bear Market (10/07 - 2/09) -37.00
Bull Market (2/09 - 3/21) 518.26

Load Adjusted Returns as of Nov 30, 2025

1 Year 12.08
5 Year 6.20
10 Year 10.05
Since Inception 9.76

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.04 9.00 9.63 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 19.869.5011.91-19.613.8747.8626.09-0.9815.0711.23-7.18
% Total Return Rel to Index 2.36-15.51-14.33-1.41-24.8129.46-5.393.40-6.72-0.70-8.57
% Total Return Rel to Peer 2.99-1.583.08-1.52-0.476.094.470.482.423.74-2.46
% Perf Quintile vs Peer* 0.000.001.004.003.002.001.002.003.002.004.00
% Dividends 0.290.420.510.390.210.440.490.400.540.410.75
% Yield 1.061.851.851.880.661.302.031.972.582.204.23
Capital Gains ($) 0.000.000.001.435.451.900.890.590.000.000.41
Expense Ratio 1.081.091.121.101.121.121.131.121.131.111.10

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