Columbia Convertible Securities' portfolio managers leverage the firm's equity and credit resources and employ a flexible but consistent approach to convertible-bond management. The strategy earns a Morningstar Analyst Rating of Silver for its cheaper share classes and Bronze and Neutral for the more expensive ones.
Will PHIKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable PHIKX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the PHIKX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of PHIKX’s parent organization’s priorities and whether they’re in line with investors’ interests.