CFIZX Mutual Fund

CFIZX Mutual Fund (Columbia Flexible Capital Income Fund Institutional Class) is managed by Columbia Threadneedle Investments with $731.8M in net assets. CFIZX expense ratio is 0.88%, holding 173 positions across sectors including Financials, Information Technology, Utilities. Inception date: 2011-07-28.

CFIZX performance shows a YTD return of 6.36%. The 1-year return is 9.46% and the 5-year return is 6.94%. CFIZX dividend yield stands at 4.70%, paid quarterly.

CFIZX top holdings include Fnma Pool Ma4783 Fn 10/52 Fixed 4 (1.3%), Microsoft Corp (1.3%), AT&T Inc. (1.1%), Chevron Corp (1.0%), Morgan Stanley Var 03/47 (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.