Columbia Vertible Securities Fund Quote
| PHIKX Fund | USD 23.63 0.01 0.04% |
PerformanceVery Strong
| Odds Of DistressLow
|
Columbia Convertible is trading at 23.63 as of the 19th of July 2025; that is 0.04 percent increase since the beginning of the trading day. The fund's open price was 23.62. Columbia Convertible has less than a 10 % chance of experiencing some financial distress in the next two years of operation and had a very strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
Under normal circumstances, the fund invests at least 80 percent of its net assets in convertible securities. It may invest up to 15 percent of its total assets in Eurodollar convertible securities and up to an additional 20 percent of its total assets in foreign securities. More on Columbia Vertible Securities
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Funds, Convertibles Funds, Convertibles, Columbia Threadneedle (View all Sectors) |
| Update Date | 30th of June 2025 |
| Expense Ratio Date | 1st of July 2023 |
| Fiscal Year End | February |
Columbia Vertible Securities [PHIKX] is traded in USA and was established 19th of July 2025. Columbia Convertible is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Convertibles category and is part of Columbia Threadneedle family. This fund at this time has accumulated 1.52 B in assets with no minimum investment requirementsColumbia Convertible is currently producing year-to-date (YTD) return of 8.97% with the current yeild of 0.01%, while the total return for the last 3 years was 9.56%.
Check Columbia Convertible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Vertible Securities Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Vertible Securities Mutual Fund Constituents
| LRCX | Lam Research Corp | Stock | Information Technology | |
| ANTX | AN2 Therapeutics | Stock | Health Care | |
| AVGO | Broadcom | Stock | Information Technology |
Columbia Convertible Risk Profiles
| Mean Deviation | 0.4572 | |||
| Standard Deviation | 0.5557 | |||
| Variance | 0.3088 | |||
| Downside Variance | 0.1999 |
Columbia Convertible Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Convertible financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Convertible security.
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