Columbia Flexible Capital Fund Quote
CFIGX Fund | USD 14.26 0.05 0.35% |
PerformanceStrong
| Odds Of DistressLow
|
Columbia Flexible is trading at 14.26 as of the 19th of July 2025; that is 0.35 percent increase since the beginning of the trading day. The fund's open price was 14.21. Columbia Flexible has less than a 13 % chance of experiencing some financial distress in the next two years of operation and had a strong performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
The fund invests broadly in debt, equity andor hybrid securities. Its investments in debt securities may include investment grade and non-investment grade bonds, bank loans and U.S. government securities. The fund may invest up to 100 percent of its assets in debt instruments that, at the time of purchase, are rated below investment grade or are unrated but determined to be of comparable quality. More on Columbia Flexible Capital
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
Fund Concentration | Columbia Threadneedle Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia Threadneedle (View all Sectors) |
Update Date | 30th of June 2025 |
Expense Ratio Date | 1st of October 2022 |
Fiscal Year End | May |
Columbia Flexible Capital [CFIGX] is traded in USA and was established 19th of July 2025. Columbia Flexible is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia Threadneedle family. This fund currently has accumulated 1.34 B in assets under management (AUM) with no minimum investment requirementsColumbia Flexible Capital is currently producing year-to-date (YTD) return of 5.27% with the current yeild of 0.04%, while the total return for the last 3 years was 8.1%.
Check Columbia Flexible Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Flexible Capital Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Flexible Capital Mutual Fund Constituents
RTX | Raytheon Technologies Corp | Stock | Industrials | |
GIS | General Mills | Stock | Consumer Staples | |
TXN | Texas Instruments Incorporated | Stock | Information Technology | |
JNJ | Johnson Johnson | Stock | Health Care | |
XOM | Exxon Mobil Corp | Stock | Energy | |
MTB | MT Bank | Stock | Financials | |
JPM | JPMorgan Chase Co | Stock | Financials | |
ABBV | AbbVie Inc | Stock | Health Care |
Columbia Flexible Capital Risk Profiles
Mean Deviation | 0.3827 | |||
Semi Deviation | 0.1741 | |||
Standard Deviation | 0.5242 | |||
Variance | 0.2748 |
Columbia Flexible Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Flexible financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Flexible security.
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