Columbia Flexible Capital Fund Quote

CFCYX Fund  USD 13.88  0.03  0.22%   

Performance

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Weak
 
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Odds Of Distress

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Columbia Flexible is trading at 13.88 as of the 22nd of March 2025; that is 0.22% up since the beginning of the trading day. The fund's open price was 13.85. Columbia Flexible has about a 23 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 22nd of December 2024 and ending today, the 22nd of March 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

Columbia Mutual Fund Highlights

Fund ConcentrationColumbia Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia (View all Sectors)
Update Date31st of March 2025
Columbia Flexible Capital [CFCYX] is traded in USA and was established 22nd of March 2025. Columbia Flexible is listed under Columbia category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia family. This fund currently has accumulated 808.79 M in assets under management (AUM) with no minimum investment requirementsColumbia Flexible Capital is currently producing year-to-date (YTD) return of 1.16% with the current yeild of 0.05%, while the total return for the last 3 years was 4.61%.
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

KKellanovaStockConsumer Staples
WMBWilliams CompaniesStockEnergy
INTCIntelStockInformation Technology
MOAltria GroupStockConsumer Staples
ABBVAbbVie IncStockHealth Care
MDTMedtronic PLCStockHealth Care
DOWDow IncStockMaterials
ARCCAres CapitalStockFinancials
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Columbia Flexible Capital Risk Profiles

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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