Columbia Flexible Capital Fund Quote
| CFIZX Fund | USD 14.53 0.04 0.28% |
Performance19 of 100
| Odds Of DistressLess than 16
|
Columbia Flexible is trading at 14.53 as of the 2nd of December 2024; that is 0.28% up since the beginning of the trading day. The fund's open price was 14.49. Columbia Flexible has less than a 16 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. Equity ratings for Columbia Flexible Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 3rd of September 2024 and ending today, the 2nd of December 2024. 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
| 0.84 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.81 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.86 | CDAZX | Multi-manager Directional | PairCorr |
| 0.9 | CUURX | Columbia Small Cap | PairCorr |
Moving against Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Value Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia (View all Sectors) |
| Update Date | 31st of December 2024 |
Columbia Flexible Capital [CFIZX] is traded in USA and was established 2nd of December 2024. 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 15.38% with the current yeild of 0.05%, while the total return for the last 3 years was 4.92%.
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
| XOM | Exxon Mobil Corp | Stock | Energy | |
| GLW | Corning Incorporated | Stock | Information Technology | |
| MRK | Merck Company | Stock | Health Care | |
| MDT | Medtronic PLC | Stock | Health Care | |
| CSCO | Cisco Systems | Stock | Information Technology | |
| JNJ | Johnson Johnson | Stock | Health Care | |
| STWD | Starwood Property Trust | Stock | Financials | |
| CVX | Chevron Corp | Stock | Energy |
Columbia Flexible Capital Risk Profiles
| Mean Deviation | 0.2858 | |||
| Standard Deviation | 0.3598 | |||
| Variance | 0.1295 | |||
| Downside Variance | 0.1111 |
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.
| Performance Analysis Check effects of mean-variance optimization against your current asset allocation | |
| Earnings Calls Check upcoming earnings announcements updated hourly across public exchanges | |
| Pair Correlation Compare performance and examine fundamental relationship between any two equity instruments | |
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets |