PHIKX Mutual Fund (Columbia Convertible Securities Fund Class C) is managed by Columbia Threadneedle Investments with $21.5M in net assets. PHIKX expense ratio is 1.83%, holding 115 positions across sectors including Other, Information Technology, Utilities. Inception date: 1996-10-21.

PHIKX performance shows a YTD return of 20.65%. The 1-year return is 36.86% and the 5-year return is 8.84%. PHIKX dividend yield stands at 0.67%, paid quarterly.

PHIKX top holdings include Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (4.6%), Columbia Short Term Cash Fund (3.4%), Western Digital Corporation 3% Nov 15, 2028 (3.0%), Bloom Energy Corporation 144A 0% Nov 15, 2030 (2.6%), The Boeing Co., Preferred 6.00% (2.5%). View all PHIKX holdings, sector breakdown, or dividend history.

PHIKX can be compared against other funds using the overlap calculator or side-by-side comparison tool. PHIKX alternatives are available via the screener, along with tax-loss harvesting opportunities.