About CFXRX
Columbia Flexible Capital Income Fund Institutional 2 Class is a mutual fund designed to deliver a combination of current income and long-term capital appreciation. Operating under a flexible allocation strategy, the fund invests across a wide spectrum of asset classes, including debt securities, equities, and hybrid instruments such as convertibles. Its approach allows for significant exposure to both investment grade and non-investment grade bonds, bank loans, and U.S. government securities, with the capacity to allocate up to 100% of assets to below-investment-grade or unrated debt if deemed appropriate. The fund does not restrict investments by sector, security type, or maturity, enabling dynamic shifts in response to evolving market opportunities and risks.
With a moderate allocation style that typically maintains a 50% to 70% allocation to equities, the fund features holdings in major sectors such as energy, healthcare, financial services, technology, and industrials. Managed by Columbia Threadneedle, the fund is recognized for its diversified portfolio—comprising over 170 holdings—and its active management process. Its role in the financial market is to serve investors seeking diversified income and growth potential, while navigating varying market cycles through a research-driven, flexible investment mandate.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CFXRX
Share Class Institutional 2 Class
Index Index is not available on Lipper Database
CFXRX had a total return of 12.41% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.54%.
