About CFIZX
Columbia Flexible Capital Income Fund Institutional Class is a mutual fund designed to provide shareholders with current income while also targeting long-term capital appreciation. The fund utilizes a flexible, multi-asset approach, investing across a broad spectrum of asset classes including equities, corporate and government bonds, and hybrid securities such as convertibles. This open mandate allows the portfolio managers to select securities from any sector or security type, seeking the optimal risk/return profile for the fund’s objectives. The fund is categorized under 'Moderate Allocation,' aiming to balance income generation with capital growth and typically maintains a moderate equity exposure, resulting in volatility between that of stocks and bonds.
Notable holdings span major sectors including energy, technology, healthcare, and financial services, with companies such as Exxon Mobil, IBM, and Amgen featuring among its top holdings. The fund’s diversified, unconstrained strategy is supported by rigorous bottom-up security selection, leveraging in-depth research to navigate shifting market conditions. With an institutional focus and an expense ratio that is competitive relative to similar funds, the Columbia Flexible Capital Income Fund Institutional Class plays a significant role for investors seeking both portfolio income and growth through a dynamically allocated, actively managed fund.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CFIZX
Share Class Institutional Class
Index Index is not available on Lipper Database
CFIZX had a total return of 18.75% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.43%.
