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APECX vs PHIYX

Both APECX and PHIYX are mutual funds. APECX has a lower 5-year return than PHIYX (5.38% vs 6.46%). APECX has a higher expense ratio than PHIYX (1.78% vs 0.55%). Below is the comparison between APECX and PHIYX.

APECX PHIYX
Security Type Mutual fund Mutual fund
Segment Taxable Fixed Income: High Yield Bond Taxable Fixed Income: High Yield Bond
Family Columbia Threadneedle PIMCO
Net Assets $18.00M $9.01B
Expense Ratio 1.78% 0.55%
Management Style active active
Dividend Yield 3.68% 4.39%
Minimum Investment $2,000.00 $25,000.00
YTD Return 2.12% 1.99%
1-Year Return 1.93% 2.06%
3-Year Return 6.18% 6.59%
5-Year Return 5.38% 6.46%
10-Year Return 5.20% 5.91%

APECX description

The Fund seeks to provide high current income with growth potential by investing primarily in high-yield, lower rated corporate debt securities.

APECX performance & returns

YTD Return 2.12%
1-Month Return 0.86%
3-Month Return 1.93%
1-Year Return 1.93%
3-Year Return 6.18%
5-Year Return 5.38%
10-Year Return 5.20%
APECX expense ratio is 1.78%.

APECX holdings

Top 10 Holdings (10.54% of Total Assets)

Name Symbol % Assets
Columbia Short-Term Cash N/A 1.93%
CSC Holdings, LLC 6.5% N/A 1.36%
DISH DBS Corporation 7.75% N/A 1.28%
iShares iBoxx $ High Yield Corp Bd ETF HYG 1.03%
TransDigm, Inc. 6.25% N/A 0.97%
Occidental Petroleum Corporation 2.9% N/A 0.86%
DCP Midstream Operating, LP 5.6% N/A 0.80%
SBA Communications Corporation 4.88% N/A 0.79%
NextEra Energy Operating Partners LP 4.5% N/A 0.77%
FREEPORT-MCMORAN INC 5.45% N/A 0.75%

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PHIYX description

The Fund seeks to invest under normal circumstances at least 65% of its assets in a diversified portfolio of U.S. denominated fixed income securities of domestic and foreign issuers rated lower than "BBB" but rated at least "B". Portfolio duration will vary from 2 to 6 years.

PHIYX performance & returns

YTD Return 1.99%
1-Month Return 0.96%
3-Month Return 2.06%
1-Year Return 2.06%
3-Year Return 6.59%
5-Year Return 6.46%
10-Year Return 5.91%
PHIYX expense ratio is 0.55%.

PHIYX holdings

Top 10 Holdings (17.43% of Total Assets)

Name Symbol % Assets
Pimco Fds N/A 11.40%
United States Treasury Notes 2.62% N/A 1.18%
United States Treasury Notes 2.12% N/A 0.98%
Trs Iboxhy/3ml Indx 12/21/20 Brc N/A 0.77%
SOTERA HEALTH HOLDINGS LLC TL 1L N/A 0.58%
Trs Iboxhy/3ml Indx 03/22/21 Gst N/A 0.52%
Trs Iboxhy/3ml Indx 09/21/20 Boa N/A 0.51%
Trs Iboxhy/3ml Indx 09/21/20 Brc N/A 0.50%
Trs Iboxhy/3ml Indx 03/22/21 Brc N/A 0.50%
Trs Iboxhy/3ml Indx 3/22/21 Jpm N/A 0.49%

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