{
  "page": "compare",
  "query": {
    "a": "CFIAX",
    "b": "PACIX"
  },
  "retrieved_at": "2026-07-07T15:50:56+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Columbia Flexible Capital Income Fund",
    "ticker": "CFIAX",
    "slug": "CFIAX",
    "series_id": "S000033329",
    "html_url": "https://fundwatcher.app/funds/CFIAX/"
  },
  "fund_b": {
    "name": "Columbia Convertible Securities Fund",
    "ticker": "PACIX",
    "slug": "PACIX",
    "series_id": "S000010789",
    "html_url": "https://fundwatcher.app/funds/PACIX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.1963053106932393117872943627",
    "coverage_b_by_a": "0.1963053106932393117872943627",
    "shared_count": 36,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "14528000.00",
        "weight": "0.01122666",
        "shared": true
      },
      {
        "name": "CVS HEALTH CORP",
        "value": "13982500.00",
        "weight": "0.01080512",
        "shared": false
      },
      {
        "name": "MERCK & CO",
        "value": "13620200.00",
        "weight": "0.01052515",
        "shared": false
      },
      {
        "name": "PEPSICO INC",
        "value": "13579200.00",
        "weight": "0.01049347",
        "shared": false
      },
      {
        "name": "CHEVRON CORP",
        "value": "13540100.00",
        "weight": "0.01046325",
        "shared": false
      },
      {
        "name": "BRISTOL-MYERS SQUIBB CO",
        "value": "13409550.00",
        "weight": "0.01036237",
        "shared": false
      },
      {
        "name": "AT&T INC",
        "value": "13304750.00",
        "weight": "0.01028138",
        "shared": false
      },
      {
        "name": "Bank of America Corp., Series L, Conv. Pfd.",
        "value": "13051605.00",
        "weight": "0.01008576",
        "shared": true
      },
      {
        "name": "HILCRP 6 04/15/30 144A",
        "value": "12815411.99",
        "weight": "0.00990324",
        "shared": false
      },
      {
        "name": "CISCO SYSTEMS INC",
        "value": "12713600.00",
        "weight": "0.00982457",
        "shared": false
      },
      {
        "name": "FIRSTENERGY CORP",
        "value": "12600838.06",
        "weight": "0.00973743",
        "shared": false
      },
      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "12535000.00",
        "weight": "0.00968655",
        "shared": false
      },
      {
        "name": "MORGAN STANLEY",
        "value": "12488250.00",
        "weight": "0.00965043",
        "shared": false
      },
      {
        "name": "STARWOOD PROPERTY TRUST INC",
        "value": "12467000.00",
        "weight": "0.00963400",
        "shared": false
      },
      {
        "name": "NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A",
        "value": "12368750.00",
        "weight": "0.00955808",
        "shared": true
      },
      {
        "name": "CLEAR CHANNEL OUTDOOR HO REGD 144A P/P 7.75000000",
        "value": "12301018.39",
        "weight": "0.00950574",
        "shared": false
      },
      {
        "name": "FRTITA 6.75 01/15/30 144A",
        "value": "12264235.56",
        "weight": "0.00947732",
        "shared": false
      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "12196325.00",
        "weight": "0.00942484",
        "shared": false
      },
      {
        "name": "CORNING INC",
        "value": "12030400.00",
        "weight": "0.00929662",
        "shared": false
      },
      {
        "name": "MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028",
        "value": "11997250.00",
        "weight": "0.00927100",
        "shared": true
      },
      {
        "name": "QXO INC PREFERRED STOCK 05/28 5.5",
        "value": "11950807.21",
        "weight": "0.00923511",
        "shared": true
      },
      {
        "name": "HPE 7 5/8",
        "value": "11867967.81",
        "weight": "0.00917110",
        "shared": true
      },
      {
        "name": "US BANCORP DEL",
        "value": "11751900.00",
        "weight": "0.00908140",
        "shared": false
      },
      {
        "name": "STARZ CAPITAL HOLDINGS REGD 144A P/P 5.50000000",
        "value": "11355638.88",
        "weight": "0.00877519",
        "shared": false
      },
      {
        "name": "MAUSER PACKAGING SOLUT SECURED 144A 04/30 9.25",
        "value": "11329064.49",
        "weight": "0.00875465",
        "shared": false
      },
      {
        "name": "KKR & Company, Inc., Convertible, 6.250%",
        "value": "11229000.00",
        "weight": "0.00867733",
        "shared": true
      },
      {
        "name": "SCIENTIFIC GAMES HOLDINGS LP/SCIENTIFIC GAMES US FINCO INC 6.625% 03/01/2030 144A",
        "value": "10883666.22",
        "weight": "0.00841047",
        "shared": false
      },
      {
        "name": "The Southern Company",
        "value": "10721798.83",
        "weight": "0.00828538",
        "shared": true
      },
      {
        "name": "AMGEN INC",
        "value": "10674400.00",
        "weight": "0.00824875",
        "shared": false
      },
      {
        "name": "EOG RESOURCES INC",
        "value": "10546800.00",
        "weight": "0.00815015",
        "shared": false
      },
      {
        "name": "PHILIP MORRIS INTL INC",
        "value": "10275650.00",
        "weight": "0.00794062",
        "shared": false
      },
      {
        "name": "MONDELEZ INTL INC",
        "value": "10160700.00",
        "weight": "0.00785179",
        "shared": false
      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "10001811.47",
        "weight": "0.00772900",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC SR UNSECURED 06/29 4.375",
        "value": "9996000.00",
        "weight": "0.00772451",
        "shared": true
      },
      {
        "name": "OCCIDENTAL PETE",
        "value": "9986019.79",
        "weight": "0.00771680",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
        "value": "9966322.06",
        "weight": "0.00770158",
        "shared": true
      },
      {
        "name": "EXXON MOBIL CORP",
        "value": "9912500.00",
        "weight": "0.00765999",
        "shared": false
      },
      {
        "name": "LOCKHEED MARTIN CORP",
        "value": "9871200.00",
        "weight": "0.00762807",
        "shared": false
      },
      {
        "name": "ABBVIE INC",
        "value": "9863400.00",
        "weight": "0.00762205",
        "shared": false
      },
      {
        "name": "CoreWeave, Inc.",
        "value": "9793290.88",
        "weight": "0.00756787",
        "shared": false
      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "9759750.00",
        "weight": "0.00754195",
        "shared": false
      },
      {
        "name": "SUPER MICRO COMPUTER INC CONV 3.5% 03/01/2029",
        "value": "9748576.43",
        "weight": "0.00753331",
        "shared": true
      },
      {
        "name": "MIK 7.875 05/01/29 144A",
        "value": "9740024.78",
        "weight": "0.00752671",
        "shared": false
      },
      {
        "name": "NLSN 9.29% Secured Nts due 2029 144A",
        "value": "9684284.45",
        "weight": "0.00748363",
        "shared": false
      },
      {
        "name": "WISCONSIN ELECTR",
        "value": "9631451.61",
        "weight": "0.00744280",
        "shared": false
      },
      {
        "name": "DARDEN RESTAURANTS INC",
        "value": "9623250.00",
        "weight": "0.00743647",
        "shared": false
      },
      {
        "name": "OXY 4.5 07/15/44",
        "value": "9485526.72",
        "weight": "0.00733004",
        "shared": false
      },
      {
        "name": "APLD COMPUTECO LLC SR SECURED 144A 12/30 9.25",
        "value": "9447922.93",
        "weight": "0.00730098",
        "shared": false
      },
      {
        "name": "MINERVA MERGER SUB INC",
        "value": "9402091.96",
        "weight": "0.00726556",
        "shared": false
      },
      {
        "name": "OLYMPUS WTR US HLDG CORP SR UNSECURED 144A 10/29 6.25",
        "value": "9327048.18",
        "weight": "0.00720757",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "Lumentum Holdings Inc., Conv.",
        "value": "72646500.00",
        "weight": "0.04587123",
        "shared": false
      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "54319832.90",
        "weight": "0.03429921",
        "shared": true
      },
      {
        "name": "WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-28",
        "value": "48241700.00",
        "weight": "0.03046129",
        "shared": false
      },
      {
        "name": "BLOOM ENERGY CORP CONV 0% 11/15/2030 144A",
        "value": "41125000.00",
        "weight": "0.02596759",
        "shared": false
      },
      {
        "name": "Boeing Co. (The), Conv. Pfd.",
        "value": "39952000.00",
        "weight": "0.02522692",
        "shared": true
      },
      {
        "name": "LYV 2.875 01/15/30",
        "value": "36960000.00",
        "weight": "0.02333768",
        "shared": true
      },
      {
        "name": "Bank of America Corp., Series L, Conv. Pfd.",
        "value": "36852760.48",
        "weight": "0.02326996",
        "shared": true
      },
      {
        "name": "NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.234",
        "value": "23467500.00",
        "weight": "0.01481810",
        "shared": false
      },
      {
        "name": "IONS 0 12/01/30",
        "value": "20906551.96",
        "weight": "0.01320104",
        "shared": false
      },
      {
        "name": "Akamai Technologies, Inc., Convertible",
        "value": "20659650.00",
        "weight": "0.01304514",
        "shared": false
      },
      {
        "name": "Oracle Corp., Series D",
        "value": "20641500.00",
        "weight": "0.01303368",
        "shared": true
      },
      {
        "name": "STX 3.5 06/01/28",
        "value": "19726000.00",
        "weight": "0.01245560",
        "shared": false
      },
      {
        "name": "SMTC 0 10/15/30",
        "value": "19261619.15",
        "weight": "0.01216238",
        "shared": false
      },
      {
        "name": "SUPER MICRO COMPUTER INC CONV 3.5% 03/01/2029",
        "value": "18568717.00",
        "weight": "0.01172486",
        "shared": true
      },
      {
        "name": "CRWV 1.75 12/01/31",
        "value": "18558774.36",
        "weight": "0.01171858",
        "shared": false
      },
      {
        "name": "MTSI 0 12/15/29",
        "value": "18244750.00",
        "weight": "0.01152029",
        "shared": false
      },
      {
        "name": "JAZZ INVTS I LTD CONV 3.125% 09/15/2030",
        "value": "17132719.55",
        "weight": "0.01081812",
        "shared": false
      },
      {
        "name": "NEXTERA ENERGY INC PREFFERD STOCK",
        "value": "17085123.53",
        "weight": "0.01078807",
        "shared": true
      },
      {
        "name": "GUARDANT HEALTH INC CONV 0% 05/15/2033 144A",
        "value": "17060000.00",
        "weight": "0.01077221",
        "shared": false
      },
      {
        "name": "ZTS 0.25 06/15/29",
        "value": "16760000.00",
        "weight": "0.01058278",
        "shared": false
      },
      {
        "name": "BWX Technologies, Inc., Convertible",
        "value": "16688000.00",
        "weight": "0.01053732",
        "shared": false
      },
      {
        "name": "Welltower OP, LLC, Convertible",
        "value": "16570000.00",
        "weight": "0.01046281",
        "shared": true
      },
      {
        "name": "CHKP 0 12/15/30",
        "value": "16175883.01",
        "weight": "0.01021395",
        "shared": false
      },
      {
        "name": "VSE CORP 5.75% PC 02/01/2029",
        "value": "16081125.00",
        "weight": "0.01015412",
        "shared": true
      },
      {
        "name": "RIVN 3.625 10/15/30",
        "value": "15925560.46",
        "weight": "0.01005589",
        "shared": false
      },
      {
        "name": "WULF 1 09/01/31",
        "value": "15869701.43",
        "weight": "0.01002062",
        "shared": false
      },
      {
        "name": "NET 0 06/15/30",
        "value": "15726000.00",
        "weight": "0.00992988",
        "shared": false
      },
      {
        "name": "MKS INC SR UNSECURED 06/30 1.25",
        "value": "15655500.00",
        "weight": "0.00988536",
        "shared": false
      },
      {
        "name": "HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A",
        "value": "15399450.00",
        "weight": "0.00972369",
        "shared": false
      },
      {
        "name": "The Southern Company",
        "value": "14742473.40",
        "weight": "0.00930885",
        "shared": true
      },
      {
        "name": "WT 4.625 08/15/30",
        "value": "14220000.00",
        "weight": "0.00897894",
        "shared": true
      },
      {
        "name": "Synaptics, Inc., Convertible",
        "value": "13179000.00",
        "weight": "0.00832162",
        "shared": false
      },
      {
        "name": "CMS Energy Corporation, Convertible",
        "value": "13069750.00",
        "weight": "0.00825264",
        "shared": false
      },
      {
        "name": "Novanta Inc PREFERRED STOCK",
        "value": "12971200.00",
        "weight": "0.00819041",
        "shared": false
      },
      {
        "name": "MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/2028",
        "value": "12970000.00",
        "weight": "0.00818966",
        "shared": true
      },
      {
        "name": "LNT 3 1/4 05/30/28",
        "value": "12818057.40",
        "weight": "0.00809371",
        "shared": false
      },
      {
        "name": "FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.875",
        "value": "12804000.00",
        "weight": "0.00808484",
        "shared": false
      },
      {
        "name": "TRIP.COM GROUP LTD SR UNSECURED 06/29 0.75",
        "value": "12672000.00",
        "weight": "0.00800149",
        "shared": false
      },
      {
        "name": "BRUKER CORP SER A PC",
        "value": "12597200.00",
        "weight": "0.00795426",
        "shared": true
      },
      {
        "name": "AVAV 0 07/15/30",
        "value": "12595000.00",
        "weight": "0.00795287",
        "shared": false
      },
      {
        "name": "OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.5",
        "value": "12591612.00",
        "weight": "0.00795073",
        "shared": false
      },
      {
        "name": "PPL Capital Funding, Inc., Convertible",
        "value": "12564000.00",
        "weight": "0.00793330",
        "shared": true
      },
      {
        "name": "WEC ENERGY GROUP INC SR UNSECURED 06/29 4.375",
        "value": "12495000.00",
        "weight": "0.00788973",
        "shared": true
      },
      {
        "name": "NVMI 0 09/15/30",
        "value": "12452000.00",
        "weight": "0.00786257",
        "shared": false
      },
      {
        "name": "NCLH 0.75 09/15/30",
        "value": "12434351.40",
        "weight": "0.00785143",
        "shared": false
      },
      {
        "name": "CYTOKINETICS INC SR UNSECURED 144A 10/31 1.75",
        "value": "12426794.87",
        "weight": "0.00784666",
        "shared": true
      },
      {
        "name": "BARCLAYS BANK PLC SR UNSECURED 02/29 1",
        "value": "12319416.10",
        "weight": "0.00777886",
        "shared": false
      },
      {
        "name": "Nebius Group NV 1.0%, Due 09/15/2030",
        "value": "12254400.00",
        "weight": "0.00773780",
        "shared": false
      },
      {
        "name": "LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A",
        "value": "12139000.00",
        "weight": "0.00766494",
        "shared": false
      },
      {
        "name": "LNTH 2.625 12/15/27",
        "value": "11965000.00",
        "weight": "0.00755507",
        "shared": false
      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040908",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1352280/000141036826040908/0001410368-26-040908-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040900",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1097519/000141036826040900/0001410368-26-040900-index.htm"
    }
  ]
}