Columbia Vertible Securities Fund Quote

NCIAX Fund  USD 22.01  0.14  0.64%   

Performance

8 of 100

 
Weak
 
Strong
OK

Odds Of Distress

Less than 19

 
High
 
Low
Low
Columbia Vertible is trading at 22.01 as of the 23rd of December 2024; that is 0.64% up since the beginning of the trading day. The fund's open price was 21.87. Columbia Vertible has less than a 19 % chance of experiencing some financial distress in the next two years of operation, but did not have a good performance during the last 90 trading days. The performance scores are derived for the period starting the 23rd of November 2024 and ending today, the 23rd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in convertible securities. It may invest up to 15 percent of its total assets in Eurodollar convertible securities and up to an additional 20 percent of its total assets in foreign securities. More on Columbia Vertible Securities

Moving together with Columbia Mutual Fund

  0.83CUSHX Columbia Ultra ShortPairCorr
  0.79CUSBX Columbia Ultra ShortPairCorr
  0.8CDAZX Multi Manager DirectPairCorr
  0.91CUURX Columbia Small CapPairCorr

Moving against Columbia Mutual Fund

  0.81CUVRX Columbia GovernmentPairCorr
  0.5CUTRX Columbia Treasury IndexPairCorr
  0.49CUTYX Columbia Treasury IndexPairCorr
  0.41CDLRX Columbia Limited DurationPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Funds, Convertibles Funds, Convertibles, Columbia (View all Sectors)
Update Date31st of December 2024
Columbia Vertible Securities [NCIAX] is traded in USA and was established 23rd of December 2024. Columbia Vertible is listed under Columbia category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Columbia family. This fund now has accumulated 1.04 B in assets with no minimum investment requirementsColumbia Vertible is currently producing year-to-date (YTD) return of 10.92% with the current yeild of 0.02%, while the total return for the last 3 years was 1.09%.
Check Columbia Vertible Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Vertible Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Columbia Vertible Securities Mutual Fund Constituents

ANTXAN2 TherapeuticsStockHealth Care
AVGOBroadcomStockInformation Technology
LRCXLam Research CorpStockInformation Technology
More Details

Columbia Vertible Risk Profiles

Columbia Vertible Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Vertible financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Vertible security.
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