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

(NASDAQ Mutual Funds) As of Apr 2, 2026 05:20 PM ET

$26.55 USD

+0.21 (0.80%)

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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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Feb 28, 2026

Total Return %* Percentile Rank Objective
YTD 6.83 39
3 months 6.50 35
6 months 13.84 41
1 Year 26.06 44
3 Year 13.72 49
5 Year 3.41 56
10 Year 12.04 39

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 77.46
Bear Market (10/07 - 2/09) -37.61
Bull Market (2/09 - 3/21) 474.15

Load Adjusted Returns as of Feb 28, 2026

1 Year 17.46
5 Year 3.33
10 Year 10.36
Since Inception 7.81

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2025 -2.24 8.80 9.44 1.92
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

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.8318.648.6811.12-20.253.0946.7925.12-1.7214.2510.37
% Total Return Rel to Index 4.280.42-16.33-15.12-2.04-25.5928.39-6.362.66-7.53-1.55
% Total Return Rel to Peer 1.302.41-2.402.29-2.16-1.255.023.50-0.251.602.89
% Perf Quintile vs Peer* 2.002.000.001.004.004.002.002.003.003.002.00
% Dividends 0.000.190.270.360.230.010.250.330.240.400.29
% Yield 0.000.741.220.941.170.020.791.431.261.981.60
Capital Gains ($) 0.000.000.000.001.435.451.900.890.590.000.00
Expense Ratio 0.001.831.841.871.851.871.871.881.871.881.87

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