COCRX Mutual Fund

COCRX Mutual Fund (Columbia Convertible Securities Fund Class Institutional 2) is managed by Columbia Threadneedle Investments with $165.8M in net assets. COCRX expense ratio is 0.80%, holding 126 positions across sectors including Financials, Information Technology, Industrials. Inception date: 2012-11-08.

COCRX performance shows a YTD return of 17.69%. The 1-year return is 25.89% and the 5-year return is 6.56%. COCRX dividend yield stands at 4.40%, paid quarterly.

COCRX top holdings include Alphabet Inc Prf Perpetual Usd 1000 - 1/20Th Int Ser B (3.1%), The Boeing Co., Preferred 6.00% (1.9%), Wells Fargo & Co., 7.50% Non-Cumul Perp Conv Cl A Preferred Stock, Series L (1.9%), Nextera Energy Inc Unit (Corporate Units 15/02/2029) (1.8%), Live Nation Entertainment Inc 2.88% Jan 15, 2030 (1.8%). Go to all COCRX holdings, COCRX sectors, or COCRX dividends.

COCRX can be compared against other funds. Use COCRX overlap to find shared positions, or COCRX vs another fund for a side-by-side view. COCRX alternatives are available via the screener, along with tax-loss harvesting opportunities.