Columbia Management offers a spectrum of income-oriented solutions to meet your needs.

Columbia Convertible Securities Fund Class Z (NCIAX)

three star Overall Morningstar™ Rating as of 12/31/2013

Investors have an opportunity to participate in the equity markets while still offering the potential for growth and downside risk protection. The Fund takes an opportunistic bottom-up approach and offers the benefits of both bonds and common stocks.

Our Portfolio Managers

David King, CFA

Yan Jin

Morningstar Ratings

Class Z shares. Ratings as of 12/31/2013

Overall

three star of 74 Funds

3-Year

five star of 74 Funds

5-Year

three star of 58 Funds

10-Year

three star of 46 Funds

Average annual total returns on NAV

Performance as of 12/31/2013

1 Year total return 3 Year total return 5 Year total return 10 Year total return
Columbia Convertible Securities Fund,
Class Z
24.41% 10.28% 16.43% 6.78%
ML10 BofAML All Convertibles, All Quality 24.92% 10.84% 18.85% 7.13%
See More Pricing and Performance Information

It is not possible to invest directly in an index. For index descriptions, click here. Gross expense ratios, as of the most recent fund prospectus: 1.15%.

The returns shown for periods prior to the share class inception date (including returns since inception, which are since fund inception) include the returns of the fund’s oldest share class. These returns are adjusted to reflect any higher class-related operating expenses of the newer share classes, as applicable. Please visit columbiamanagement.com/mutual-funds/appended-performance for more information.

The investment manager and certain of its affiliates have contractually (for at least the current fiscal year) and/or voluntarily agreed to waive certain fees and/or to reimburse certain expenses of the Fund, as described in the Fund's prospectus, unless sooner terminated at the sole discretion of the Fund's board. Voluntary waivers/reimbursement arrangements, if any, may be discontinued at any time. Without such waivers/reimbursements, the Fund’s returns would be lower.

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