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Columbia Convertible Securities C PHIKX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 20.24  /  +0.50 %
  • Total Assets 1.2 Bil
  • Adj. Expense Ratio
    1.830%
  • Expense Ratio 1.830%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Convertibles
  • Investment Style Mid Value
  • Min. Initial Investment 2,000
  • Status Open
  • TTM Yield 1.77%
  • Turnover 72%

USD | NAV as of May 24, 2024 | 1-Day Return as of May 24, 2024, 10:16 PM GMT+0

Morningstar’s Analysis PHIKX

Will PHIKX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Emphasis on upside participation.

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Columbia Convertible Securities combines an effective, if aggressive, approach with capable management.

Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings PHIKX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 19.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
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DexCom Inc 0.375%

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Akamai Technologies, Inc. 1.125%

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Lumentum Holdings Inc. 0.5%

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Wayfair Inc 1%

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Palo Alto Networks Inc 0.375%

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