CFIAX Mutual Fund

CFIAX Mutual Fund (Columbia Flexible Capital Income Fund Class A) is managed by Columbia Threadneedle Investments with $411.9M in net assets. CFIAX expense ratio is 1.20%, holding 178 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-07-28.

CFIAX performance shows a YTD return of 8.67%. The 1-year return is 16.41% and the 5-year return is 6.60%. CFIAX dividend yield stands at 4.23%, paid quarterly.

CFIAX top holdings include Boeing Co 6 10/15/2027 (1.1%), Cvs Health Corp. (1.1%), Merck & Company Inc (1.1%), Pepsico Inc. (1.0%), Chevron Corp (1.0%). Go to all CFIAX holdings, CFIAX sectors, or CFIAX dividends.

CFIAX can be compared against other funds. Use CFIAX overlap to find shared positions, or CFIAX vs another fund for a side-by-side view. CFIAX alternatives are available via the screener, along with tax-loss harvesting opportunities.