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Columbia Convertible Securities C PHIKX

Analyst rating as of
NAV / 1-Day Return
19.16  /  1.70 %
Total Assets
1.4 Bil
Adj. Expense Ratio
1.850%
Expense Ratio
1.850%
Fee Level
Above Average
Longest Manager Tenure
16.71 years
Category
Convertibles
Investment Style
Mid Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.60%
Turnover
92%

Morningstar’s Fund Analysis PHIKX

Will PHIKX outperform in future?

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

A flexible approach that captures the convertibles market's upside.

Summary

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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.

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