PHIKX Mutual Fund

PHIKX Mutual Fund (Columbia Convertible Securities Fund Class C) is managed by Columbia Threadneedle Investments with $22.3M in net assets. PHIKX expense ratio is 1.84%, holding 115 positions across sectors including Information Technology, Utilities, Industrials. Inception date: 1996-10-21.

PHIKX performance shows a YTD return of 16.29%. The 1-year return is 26.03% and the 5-year return is 5.67%. PHIKX dividend yield stands at 3.56%, 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%), Boeing Co 6 10/15/2027 (2.5%). 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.