About CFIAX
Columbia Flexible Capital Income Fund Class A is a mutual fund managed by Columbia Threadneedle Investments that seeks to deliver current income to shareholders alongside long-term capital appreciation. It employs a flexible allocation strategy, investing across a diverse mix of debt securities, equities, convertible securities, and preferred stocks, with the portfolio managers dynamically shifting between asset classes based on market opportunities. The fund typically maintains a balanced portfolio featuring significant holdings in stocks around 39%, bonds approximately 53%, and preferred securities about 6%, alongside smaller allocations to cash and other assets. Top holdings often include established companies in sectors such as energy, financial services, technology, and corporate issuers, reflecting its emphasis on income-generating investments with value characteristics. Classified in the moderate allocation category with a large value investment style, it provides investors with exposure to mixed-asset opportunities in global markets, prioritizing adaptability to varying economic conditions. As a front-load share class, it caters to those seeking diversified income and growth potential through professional management.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CFIAX
Share Class Class A
Index Index is not available on Lipper Database
CFIAX had a total return of 23.42% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.03%.
