Columbia Vertible Securities Fund Quote

PHIKX Fund  USD 21.43  0.02  0.09%   

Performance

Very Weak

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Columbia Vertible is trading at 21.43 as of the 24th of March 2025; that is 0.09 percent increase since the beginning of the trading day. The fund's open price was 21.41. Columbia Vertible has about a 22 % chance of experiencing some form of financial distress in the next two years of operation but has generated negative returns over the last 90 days. The performance scores are derived for the period starting the 24th of December 2024 and ending today, the 24th of March 2025. Click here to learn more.
The investment seeks total return, consisting of capital appreciation and current income. Columbia Fds is traded on NASDAQ Exchange in the United States. More on Columbia Vertible Securities

Moving together with Columbia Mutual Fund

  0.93ILGCX Columbia Integrated LargePairCorr
  0.88ILGGX Columbia Integrated LargePairCorr
  0.88ILGJX Columbia Integrated LargePairCorr

Moving against Columbia Mutual Fund

  0.54LIBAX Columbia Total ReturnPairCorr
  0.49CUSOX Columbia Ultra ShortPairCorr
  0.44SRIJX Columbia Corporate IncomePairCorr
  0.37LIIAX Columbia Porate IncomePairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Threadneedle Funds, Large Funds, Convertibles Funds, Convertibles, Columbia Threadneedle (View all Sectors)
Update Date31st of March 2025
Expense Ratio Date1st of July 2023
Fiscal Year EndFebruary
Columbia Vertible Securities [PHIKX] is traded in USA and was established 24th of March 2025. Columbia Vertible 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 Vertible is currently producing year-to-date (YTD) return of 0.55% with the current yeild of 0.01%, while the total return for the last 3 years was 0.96%.
Check Columbia Vertible Probability Of Bankruptcy

Instrument Allocation

Top Columbia Vertible Securities Mutual Fund Constituents

LRCXLam Research CorpStockInformation Technology
ANTXAN2 TherapeuticsStockHealth Care
AVGOBroadcomStockInformation Technology
More Details

Columbia Vertible Risk Profiles

Columbia Vertible Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Vertible 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 Vertible security.
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