CFXRX Mutual Fund

CFXRX Mutual Fund (Columbia Flexible Capital Income Fund Class I2) is managed by Columbia Threadneedle Investments with $34.2M in net assets. CFXRX expense ratio is 0.88%, holding 178 positions across sectors including Financials, Information Technology, Health Care. Inception date: 2012-11-08.

CFXRX performance shows a YTD return of 8.84%. The 1-year return is 16.72% and the 5-year return is 6.89%. CFXRX dividend yield stands at 4.43%, paid quarterly.

CFXRX 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 CFXRX holdings, CFXRX sectors, or CFXRX dividends.

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