Columbia Convertible Securities’ skilled and experienced portfolio managers leverage the firm’s equity and credit resources effectively and employ a flexible and consistent approach to convertible investing. The strategy earns a Morningstar Analyst Rating of Silver for its cheapest share classes, Bronze for the pricier share classes, and Neutral for the most expensive one.
Will PACIX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PACIX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PACIX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PACIX’s parent organization’s priorities and whether they’re in line with investors’ interests.