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Columbia Convertible Securities C PHIKX

Analyst rating as of
NAV / 1-Day Return
31.47  /  0.83 %
Total Assets
2.7 Bil
Adj. Expense Ratio
1.880%
Expense Ratio
1.880%
Fee Level
Average
Longest Manager Tenure
15.08 years
Category
Convertibles
Investment Style
Large Value
Min. Initial Investment
2,000
Status
Open
TTM Yield
0.59%
Turnover
74%
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Morningstar’s Analysis

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' 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.

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