CFILX Mutual Fund

CFILX Mutual Fund (Columbia Flexible Capital Income Fund Class S) is managed by Columbia Threadneedle Investments with $3.6M in net assets. CFILX expense ratio is 0.95%, holding 178 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2024-10-02.

CFILX performance shows a YTD return of 8.88%. The 1-year return is 16.70% and the 5-year return is 6.89%. CFILX dividend yield stands at 4.47%, paid quarterly.

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

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