Tri-Continental Corp (TY)
29.80
+0.34
(+1.15%)
USD |
NYSE |
Apr 26, 14:54
Price Chart
Key Stats
| Net Expense Ratio | Discount or Premium to NAV | Total Assets Under Management | 30-Day Average Daily Volume |
|---|---|---|---|
| 0.47% | -12.63% | 1.767B | 39213.83 |
| Dividend Yield | Turnover Ratio | 1 Year Fund Level Flows | Max Drawdown (Since Inception) |
| 3.62% | 48.00% | -- | Upgrade |
Basic Info
| Investment Strategy | |
| The Fund seeks to produce future growth of both capital and income while providing reasonable current income. The Fund invests primarily for the longer term and has no charter restrictions with respect to its investments. With respect to the Fund’s investments, assets may be held in cash or invested in all types of securities. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderately Aggressive Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Columbia Threadneedle |
| Prospectus Benchmark Index | |
| Bloomberg US Convertible Comp TR USD | 16.66% |
| Bloomberg US Corporate High Yield TR USD | 16.66% |
| Russell 1000 Value TR USD | 16.68% |
| S&P 500 TR USD | 50.00% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| David King | 12.98 yrs |
| Yan Jin | 12.09 yrs |
| Raghavendran Sivaraman | 3.92 yrs |
| Grace Lee | 3.50 yrs |
| Oleg Nusinzon | 2.80 yrs |
Performance Versus Category
As of April 25, 2024. Returns for periods of 1 year and above are annualized.
Annual Total Returns Versus Peers
As of April 25, 2024.
Basic Info
| Investment Strategy | |
| The Fund seeks to produce future growth of both capital and income while providing reasonable current income. The Fund invests primarily for the longer term and has no charter restrictions with respect to its investments. With respect to the Fund’s investments, assets may be held in cash or invested in all types of securities. |
| General | |
| Security Type | Closed-End Fund |
| Equity Style | Large Cap/Blend |
| Fixed Income Style | -- |
| Broad Asset Class | Allocation |
| Broad Category | Allocation |
| Category Name | Moderately Aggressive Allocation |
| Category Index | Morningstar Mod Agg Tgt Risk TR USD |
| Global Category Name | Aggressive Allocation |
| YCharts Categorization | Target Allocation |
| YCharts Benchmark | S&P Target Risk Moderate Index (^STRB) |
| Prospectus Objective | Growth and Income |
| Fund Owner Firm Name | Columbia Threadneedle |
| Prospectus Benchmark Index | |
| Bloomberg US Convertible Comp TR USD | 16.66% |
| Bloomberg US Corporate High Yield TR USD | 16.66% |
| Russell 1000 Value TR USD | 16.68% |
| S&P 500 TR USD | 50.00% |
| Broad Asset Class Benchmark Index | |
| ^SPXTR | 100.0% |
| Manager Tenure | |
| David King | 12.98 yrs |
| Yan Jin | 12.09 yrs |
| Raghavendran Sivaraman | 3.92 yrs |
| Grace Lee | 3.50 yrs |
| Oleg Nusinzon | 2.80 yrs |