COCRX – Fund Analysis – Columbia Convertible Securities Inst2 | Morningstar

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Will COCRX outperform in future?

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable COCRX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the COCRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of COCRX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Emphasis on upside participation.

Analyst Chiayi Tsui

Chiayi Tsui

Analyst

Summary

Columbia Convertible Securities combines an effective, if aggressive, approach with capable management.

by Chiayi Tsui

Rated on Mar 25, 2024 Published on Mar 25, 2024

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