Columbia Convertible Securities Fund

Scorecard
3 / 5 Stars
Lipper
4 4 2 2 4
Zacks Investment Research
2 (Buy)
Standard & Poor's
---
TheStreet.com
C (Hold)

U.S. News evaluated 19 Convertibles Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

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Performance

The fund has returned 23.33 percent over the past year, 11.60 percent over the past three years, 15.34 percent over the past five years, and 7.17 percent over the past decade.

Trailing Returns Updated 06.30.2014
Year to date 10.0%
1 Year 23.3%
3 Years (Annualized) 11.6%
5 Years (Annualized) 15.3%
10 Years (Annualized) 7.2%

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Summary

The investment seeks total return, consisting of capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest in directly in equity securities.

Fees

Fees are Low compared to funds in the same category.
Columbia Convertible Securities Fund has an expense ratio of 1.12 percent.

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Risk

Risk is Average compared to funds in the same category according to Morningstar.

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