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Columbia Flexible Capital Income Fund Institutional Class

Columbia Flexible Capital Income Fund Institutional Class

CFIZX Β· NMFQS
CFIZX Β· NMFQS
14.39
USD0.040.28%
Columbia Flexible Capital Income Fund Institutional Class
CFIZX
14.39
USD0.040.28%

Sector weight

Sector
Equity %
Category Average
Healthcare
17.06%
12.62%
Financial Services
15.84%
16.41%
Technology
11.08%
24.70%
Real Estate
9.17%
2.14%
Energy
8.64%
4.06%
Utilities
8.60%
2.94%
Government
8.60%
31.86%
Municipal
8.60%
0.21%
Corporate
8.60%
27.81%
Securitized
8.60%
25.68%
Cash and Equivalents
8.60%
14.06%
Derivative
8.60%
0.38%
Consumer Defensive
8.58%
5.77%
Communication Services
6.34%
8.19%
Industrials
5.89%
10.03%
Consumer Cyclical
5.79%
10.09%
Basic Materials
3.01%
3.05%

World Regions

Region
Equity %
Category Average
North America
80.65%
86.47%
Europe Developed
7.73%
6.15%
Japan
3.92%
1.96%
United Kingdom
2.21%
2.21%
Asia Emerging
1.86%
0.97%
Asia Developed
1.41%
1.31%
Australasia
1.13%
0.43%
Africa/Middle East
0.51%
0.20%
Latin America
0.45%
0.26%
Europe Emerging
0.14%
0.04%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
67.5K USD
184.82K USD
154.46K USD
Large
17.69%
15.34%
18.75%
Medium
10.80%
11.64%
11.73%
Small
3.37%
2.50%
3.32%
Giant
2.15%
25.82%
25.97%
Micro
0.31%
0.71%
0.12%

Valuation and Growth

Growth Rates
CFIZX.US
Category Average
Price/Prospective Earnings
12.99%
18.40%
Price/Cash Flow
8.31%
12.07%
Dividend Yield
4.62%
1.86%
Price/Book
1.83%
3.12%
Price/Sales
1.30%
2.16%
Valuation Rates
CFIZX.US
Category Average
Long-Term Earnings
7.22%
10.84%
Book-Value Growth
2.99%
7.78%
Sales Growth
1.88%
6.70%
Historical Earnings
-3.85%
4.52%
Cash-Flow Growth
-7.16%
5.65%

FAQs

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