Nasdaq - Delayed Quote USD
Columbia Convertible Securities C (PHIKX)
20.16
-0.36
(-1.75%)
As of 8:09:21 AM EDT. Market Open.
Investment Information
- Min Initial Investment
- 2,000
- Min Initial Investment, IRA
- 10
- Min Initial Investment, AIP
- 1
- Min Subsequent Investment
- 100
- Min Subsequent Investment, IRA
- --
- Min Subsequent Investment, AIP
- --
Broker Availability
Broker Availability Information Not Available
Fund Summary
Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.
Fund Overview
| Category | Convertibles |
| Fund Family | Columbia Threadneedle |
| Net Assets | 1.11B |
| YTD Return | -2.24% |
| Yield | 1.16% |
| Morningstar Rating | |
| Inception Date | Sep 25, 1987 |
Performance & Risk
| YTD Return | -6.60% |
| 5y Average Return | 8.47% |
| Rank in Category (ytd) | 54 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
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