About CFILX
The Columbia Flexible Capital Income Fund is a diversified mutual fund designed to provide investors with current income while also pursuing long-term capital appreciation. The fund employs a flexible allocation strategy, investing across a broad spectrum of asset classes that includes debt securities, equity securities, and hybrid instruments such as convertible bonds. This flexible mandate allows the portfolio managers to search for the best risk and return opportunities within a company’s capital structure, unconstrained by sector or security type. The fund typically holds a mix of dividend-paying stocks, corporate bonds, and convertible securities, blending income generation with the potential for capital growth. Its holdings span several sectors, notably energy, healthcare, financial services, technology, and industrials, reflecting its moderate allocation approach and large value style. The Columbia Flexible Capital Income Fund is notable for its adaptability to changing market conditions and its use of bottom-up research to identify undervalued or out-of-favor opportunities, helping it play a stabilizing role in a diversified investment portfolio seeking balanced income and growth objectives.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CFILX
Share Class Class S
CFILX had a total return of 20.75% in the past year, including dividends.
Since the fund's inception, the average annual return has been 13.78%.
