COCRX Mutual Fund (Columbia Convertible Securities Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $166.7M in net assets. COCRX expense ratio is 0.79%, holding 115 positions across sectors including Other, Information Technology, Utilities. Inception date: 2012-11-08.

COCRX performance shows a YTD return of 21.31%. The 1-year return is 38.35% and the 5-year return is 7.65%. COCRX dividend yield stands at 1.53%, paid quarterly.

COCRX top holdings include Lumentum Holdings Inc 144A 0.38% Mar 15, 2032 (4.6%), Jp Morgan Structured Products Bv 0 2026-09-29 (3.4%), Western Digital Corporation 3% Nov 15, 2028 (3.0%), Bloom Energy Corporation 144A 0% Nov 15, 2030 (2.6%), The Boeing Co., Preferred 6.00% (2.5%). View all COCRX holdings, sector breakdown, or dividend history.

COCRX can be compared against other funds using the overlap calculator or side-by-side comparison tool. COCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.