PHIKX Mutual Fund

PHIKX Mutual Fund (Columbia Convertible Securities Fund Class C) is managed by Columbia Threadneedle Investments with $20.4M in net assets. PHIKX expense ratio is 1.84%, holding 126 positions across sectors including Financials, Information Technology, Industrials. Inception date: 1996-10-21.

PHIKX performance shows a YTD return of 16.94%. The 1-year return is 24.61% and the 5-year return is 5.45%. PHIKX dividend yield stands at 3.54%, paid quarterly.

PHIKX top holdings include Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (3.1%), The Boeing Co., Preferred 6.00% (1.9%), Wells Fargo & Co., 7.50% Non-Cumul Perp Conv Cl A Preferred Stock, Series L (1.9%), Nextera Energy Inc Unit (Corporate Units 15/02/2029) (1.8%), Live Nation Entertainment Inc 2.88% Jan 15, 2030 (1.8%). Go to all PHIKX holdings, PHIKX sectors, or PHIKX dividends.

PHIKX can be compared against other funds. Use PHIKX overlap to find shared positions, or PHIKX vs another fund for a side-by-side view. PHIKX alternatives are available via the screener, along with tax-loss harvesting opportunities.