Unlock stock picks and a broker-level newsfeed that powers Wall Street.

Nasdaq - Delayed Quote USD

Columbia Flexible Capital Income A (CFIAX)

13.18
+0.43
+(3.37%)
At close: 8:03:52 PM EDT
Loading Chart for CFIAX
  • Previous Close 12.75
  • YTD Return 1.33%
  • Expense Ratio 1.14%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain -5.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating
  • Net Assets 1.21B
  • Beta (5Y Monthly) 0.95
  • Yield 4.86%
  • 5y Average Return --
  • Holdings Turnover 36.00%
  • Last Dividend 0.17
  • Inception Date Oct 2, 2024

The fund invests broadly in debt, equity and/or "hybrid" (convertible) securities. Its investments in debt securities may include investment grade and non-investment grade bonds, bank loans and U.S. government securities. The fund may invest up to 100% of its assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality. It may invest in debt instruments of any maturity and does not seek to maintain a particular dollar-weighted average maturity.

Columbia Threadneedle

Fund Family

Allocation--50% to 70% Equity

Fund Category

1.21B

Net Assets

2024-10-02

Inception Date

Performance Overview: CFIAX

View More

Trailing returns as of 4/9/2025. Category is Allocation--50% to 70% Equity.

YTD Return

CFIAX
1.33%
Category
9.69%
 

1-Year Return

CFIAX
8.65%
Category
27.06%
 

3-Year Return

CFIAX
3.09%
Category
11.00%
 

5-Year Return

CFIAX
12.42%
Category
10.26%
 

People Also Watch

Holdings: CFIAX

View More

Sector Weightings

SectorCFIAX
Healthcare   16.99%
Technology   12.31%
Energy   8.91%
Real Estate   8.63%
Utilities   8.42%
Industrials   6.56%

Recent News: CFIAX

View More

Research Reports: CFIAX

View More

Top Mutual Funds