COCRX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Convertible Securities Inst2 (COCRX) Ownership - Who owns Columbia Convertible Securities Inst2?

The investment seeks total return, consisting of capital appreciation and current income... Show more

Category: #Convertibles

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

COCRX

Net Assets

1.09B

Fund Existence

over 12 years

Turnover

72.00

Total Expense Ratio

0.79

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Convertibles

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.86

Assets in Top Ten Holdings

271M

Average Credit Quality

N/A

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

146M

Fund Type

OpenEnd

Index Fund

Management Fee

0.77

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

117.00

Number of Net Holdings

117.00

Number of Short Holdings

N/A

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

19.39%

Gain YTD

-2.267

Annual Yield % from dividends

2.17

Returns for 1 year

8.50

Returns for 3 years

1.71

Returns for 5 years

13.72

Returns for 10 years

36.20

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General Information

Category Convertibles

Profile

Fundamentals

Details