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Columbia Fds Srs Tr, Columbia Convertible Securities Fundclass C: (MF: PHIKX)

(NASDAQ Mutual Funds) As of Dec 17, 2025 05:13 PM ET

$25.00 USD

-0.33 (-1.30%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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4-Sell of 5       4  

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Nov 30, 2025

Total Return %* Percentile Rank Objective
YTD 19.02 47
3 months 6.89 37
6 months 17.41 35
1 Year 14.46 41
3 Year 11.73 56
5 Year 4.64 56
10 Year 9.83 48

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 77.46
Bear Market (10/07 - 2/09) -37.62
Bull Market (2/09 - 3/21) 444.71

Load Adjusted Returns as of Nov 30, 2025

1 Year 11.52
5 Year 5.45
10 Year 9.25
Since Inception 7.61

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.24 8.80 9.44 NA
2024 1.54 0.07 4.75 2.09
2023 3.72 4.42 -3.69 6.52
2022 -5.53 -16.56 -0.36 1.54
2021 1.92 3.36 -1.50 -0.66
2020 -13.18 25.68 13.02 19.04

Annual Return

20252024202320222021202020192018201720162015
% Total Return 19.018.6811.12-20.253.0946.7925.12-1.7214.2510.37-7.90
% Total Return Rel to Index 1.51-16.33-15.12-2.04-25.5928.39-6.362.66-7.53-1.55-9.29
% Total Return Rel to Peer 2.15-2.402.29-2.16-1.255.023.50-0.251.602.89-3.18
% Perf Quintile vs Peer* 0.000.001.004.004.002.002.003.003.002.004.00
% Dividends 0.160.270.360.230.010.250.330.240.400.290.61
% Yield 0.621.221.121.170.020.791.431.261.981.603.57
Capital Gains ($) 0.000.000.001.435.451.900.890.590.000.000.41
Expense Ratio 1.831.841.871.851.871.871.881.871.881.871.85

* 1 = Top 20%, 5 = Bottom 20%