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COCRX vs FCVT

Shared holdings
68
COCRX covered by FCVT
51.23%
FCVT covered by COCRX
51.23%

Coverage = share of one portfolio's weight reproduced by the other (overlapping positions, min weight). Top 50 positions per side shown; = held by both — hover a shared position to highlight it in both columns.

COCRX (Feb. 28, 2026)

SecurityWeight
Lumentum Holdings Inc., Conv.4.59%
COLUMBIA SHORT TERM CASH FUND3.43%
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-283.05%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A2.60%
Boeing Co. (The), Conv. Pfd.2.52%
LYV 2.875 01/15/302.33%
Bank of America Corp., Series L, Conv. Pfd.2.33%
NEXTERA ENERGY INC PREFERRED STOCK 11/27 7.2341.48%
IONS 0 12/01/301.32%
Akamai Technologies, Inc., Convertible1.30%
Oracle Corp., Series D1.30%
STX 3.5 06/01/281.25%
SMTC 0 10/15/301.22%
SUPER MICRO COMPUTER INC CONV 3.5% 03/01/20291.17%
CRWV 1.75 12/01/311.17%
MTSI 0 12/15/291.15%
JAZZ INVTS I LTD CONV 3.125% 09/15/20301.08%
NEXTERA ENERGY INC PREFFERD STOCK1.08%
GUARDANT HEALTH INC CONV 0% 05/15/2033 144A1.08%
ZTS 0.25 06/15/291.06%
BWX Technologies, Inc., Convertible1.05%
Welltower OP, LLC, Convertible1.05%
CHKP 0 12/15/301.02%
VSE CORP 5.75% PC 02/01/20291.02%
RIVN 3.625 10/15/301.01%
WULF 1 09/01/311.00%
NET 0 06/15/300.99%
MKS INC SR UNSECURED 06/30 1.250.99%
HALOZYME THERAPEUTICS INC CONV 0.875% 11/15/2032 144A0.97%
The Southern Company0.93%
WT 4.625 08/15/300.90%
Synaptics, Inc., Convertible0.83%
CMS Energy Corporation, Convertible0.83%
Novanta Inc PREFERRED STOCK0.82%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.82%
LNT 3 1/4 05/30/280.81%
FIRSTENERGY CORP SR UNSECURED 144A 01/31 3.8750.81%
TRIP.COM GROUP LTD SR UNSECURED 06/29 0.750.80%
BRUKER CORP SER A PC0.80%
AVAV 0 07/15/300.80%
OSI SYSTEMS INC SR UNSECURED 144A 02/31 0.50.80%
PPL Capital Funding, Inc., Convertible0.79%
WEC ENERGY GROUP INC SR UNSECURED 06/29 4.3750.79%
NVMI 0 09/15/300.79%
NCLH 0.75 09/15/300.79%
CYTOKINETICS INC SR UNSECURED 144A 10/31 1.750.78%
BARCLAYS BANK PLC SR UNSECURED 02/29 10.78%
Nebius Group NV 1.0%, Due 09/15/20300.77%
LIGAND PHARMACEUTICALS INC CONV 0.75% 10/01/2030 144A0.77%
LNTH 2.625 12/15/270.76%

FCVT (April 30, 2026)

SecurityWeight
WESTERN DIGITAL CORPORATION SR UNSEC CV 3.0% 11-15-284.51%
Lumentum Holdings Inc., Conv.3.86%
DREY-GVT CSH-I2.65%
Boeing Co. (The), Conv. Pfd.2.36%
Morgan Stanley Finance LLC2.04%
ON Semiconductor Corporation, Convertible1.85%
NextEra Energy Capital Holdings, Inc., Convertible1.78%
LYV 2.875 01/15/301.76%
Morgan Stanley Finance LLC1.64%
BLOOM ENERGY CORP CONV 0% 11/15/2030 144A1.64%
Wells Fargo & Co., Series L, Conv. Pfd.1.33%
ALBEMARLE CORP PFD1.30%
BABA 0.5 06/01/311.25%
Nebius Group NV 1.0%, Due 09/15/20301.22%
NBIS 1.25 03/15/311.21%
WELLTOWER OP LLC CV 144A SR UNSEC 2.75% 05-15-281.13%
MKS INC SR UNSECURED 06/30 1.251.11%
Oracle Corp., Series D1.08%
BTSG 6.75 02/01/271.06%
STX 3.5 06/01/281.04%
IREN LTD SR UNSECURED 144A 07/31 0.00001.04%
MICROCHIP TECHNOLOGY INC SER A 7.5% PC 03/15/20280.98%
JAZZ INVTS I LTD CONV 3.125% 09/15/20300.96%
Bank of America Corp., Series L, Conv. Pfd.0.95%
HPE 7 5/80.94%
SNOWFLAKE INC CONV 0% 10/01/20270.90%
RIVN 3.625 10/15/300.88%
IONS 0 12/01/300.88%
Akamai Technologies, Inc., Convertible0.87%
AEIS 2.5 09/15/280.87%
CRWV 1.75 12/01/310.87%
The Southern Company0.87%
GVA 3 1/4 06/15/300.82%
WT 4.625 08/15/300.82%
MTSI 0 12/15/290.81%
BWX Technologies, Inc., Convertible0.81%
SMTC 0 10/15/300.80%
WEC Energy Group, Inc., Convertible0.80%
Viavi Solutions, Inc., Convertible0.78%
SOLARIS ENERGY INFRASTRUCTURE SR UNSECURED 10/31 0.250.77%
UBER TECHNOLOGIES INC SR UNSECURED 12/28 0.8750.77%
NEBIUS GROUP NV CONV 2.75% 09/15/2032 144A0.74%
UCTT 0 03/15/310.73%
QXO INC PREFERRED STOCK 05/28 5.50.73%
MPUS 3 03/01/300.71%
LEU 0 08/15/320.70%
PLANET LABS PBC CONV 0.5% 10/15/2030 144A0.69%
ZTS 0.25 06/15/290.67%
CORZ 0 06/15/310.65%
DOCN 0 08/15/300.64%

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