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COCRX
Mutual Fund ticker: NASDAQ
AS OF
Apr 25 closing price
Price
$21.44
Change
+$0.07 (+0.33%)
Net Assets
1.09B

COCRX Columbia Convertible Securities Inst2 Forecast, Technical & Fundamental Analysis

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

Category: #Convertibles
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A.I.Advisor
published Highlights

Industry description

The investment seeks total return, consisting of capital appreciation and current income. Under normal circumstances, the fund invests at least 80% of its net assets (including the amount of any borrowings for investment purposes) in convertible securities. It may invest up to 15% of its total assets in Eurodollar convertible securities and up to an additional 20% of its total assets in foreign securities. Most convertible securities are not investment grade-rated. The fund also may invest directly in equity securities.

Volume

The average weekly volume growth across all stocks in the Columbia Convertible Securities Inst2 MF was -28%. For the same stocks of the MF, the average monthly volume growth was 24% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 33
P/E Growth Rating: 93
Price Growth Rating: 48
SMR Rating: 77
Profit Risk Rating: 47
Seasonality Score: 22 (-100 ... +100)
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A.I. Advisor
published General Information

General Information

Category Convertibles

Profile
Fundamentals
Details
Category
Convertibles
Address
Columbia Funds Series TrustOne Financial CenterBoston
Phone
N/A
Web
www.columbiamanagement.com
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COCRX and MutualFunds

Correlation & Price change

A.I.dvisor indicates that over the last year, COCRX has been closely correlated with PACIX. These tickers have moved in lockstep 100% of the time. This A.I.-generated data suggests there is a high statistical probability that if COCRX jumps, then PACIX could also see price increases.

1D
1W
1M
1Q
6M
1Y
5Y
Ticker /
NAME
Correlation
To COCRX
1D Price
Change %
COCRX100%
+0.33%
PACIX - COCRX
100%
Closely correlated
+0.38%
FCVSX - COCRX
96%
Closely correlated
+0.64%
VAADX - COCRX
95%
Closely correlated
+0.41%
MCOAX - COCRX
94%
Closely correlated
+0.22%
FIQVX - COCRX
94%
Closely correlated
+0.64%
More