CFIZX Mutual Fund

CFIZX Mutual Fund (Columbia Flexible Capital Income Fund Class I) is managed by Columbia Threadneedle Investments with $731.8M in net assets. CFIZX expense ratio is 0.95%, holding 178 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2011-07-28.

CFIZX performance shows a YTD return of 8.81%. The 1-year return is 16.71% and the 5-year return is 6.87%. CFIZX dividend yield stands at 4.47%, paid quarterly.

CFIZX 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 CFIZX holdings, CFIZX sectors, or CFIZX dividends.

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