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.
NAV / 1-Day Return
19.16 / 1.70 %
Adj. Expense Ratio
Longest Manager Tenure
Investment StyleMid Value
Min. Initial Investment
Morningstar’s Fund Analysis PHIKX
Will PHIKX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.