CFIAX : Columbia Flexible Capital Income Fund Class A

CFIAX is a Allocation Market All-In-One with HIGH fees.

CFIAX

Columbia Flexible Capital Income Fund Class A

FI Score

40 /100

Expense Ratio Rating

4 /10

Expense Rating

0 /10

Market Score

6 /10

Category Score

5 /10

Market Size

6 /10

40% FI Score
  • cfiax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Flexible Capital Income Fund Class A

Expenses: 1.02% (Better than 0% of similar funds)

This is a bad choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks to provide shareholders current income, with long-term capital appreciation. 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.

Largest Holdings

Amount Holding
1.52% Broadcom Inc
1.52% DTE Energy Co Units
1.49% American Electric Power Co Inc Unit
1.27% Indigo Natural Resources LLC 6.88%
1.25% AbbVie Inc
1.22% Flex Acquisition Company, Inc. 6.88%
1.20% Lockheed Martin Corp
1.19% NortonLifeLock Inc
1.19% Verizon Communications Inc
1.17% Texas Instruments Inc
1.15% Avantor Inc Ser A
1.14% Lions Gate Capital Holdings LLC 5.88%
1.14% NextEra Energy Inc Unit
1.14% ARD Finance S.A.
1.14% Chevron Corp
1.14% Dominion Energy Inc Series A
1.13% International Business Machines Corp
1.11% STARFRUIT FINCO B V / STARFRUIT US HOLDCO LLC 8%
1.10% DISH Network Corporation 3.38%
1.09% Williams Companies Inc
1.05% Philip Morris International Inc
1.04% Constellium SE 6.62%
1.03% Centene Corporation 4.25%
1.03% Crown Castle International Corp Cum Conv Pfd Registered Shs Series -A-
1.01% Johnson & Johnson

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