Morningstar

Columbia Flexible Capital Income Fund Institutional 3 Class CFCYX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 15.85  /  +0.13 %
  • Total Assets 1.3B
  • Adj. Expense Ratio
    0.790%
  • Expense Ratio 0.670%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 4.55%
  • Turnover 50%

USD | NAV as of Jul 11, 2026 | 1-Day Return as of Jul 11, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CFCYX

Will CFCYX outperform in the future?

Get our overall rating based on a fundamental assessment of the pillars below.

  • Process Pillar

    The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CFCYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CFCYX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

  • Parent Pillar

    The Parent Pillar is our rating of CFCYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

null Morningstar Automated Analysis

Morningstar Automated Analysis

Summary

Columbia Flexible Capital Income Inst3 holds a quantitatively derived Neutral Morningstar Medalist Rating. The rating suggests the model does not express a clear expectation of outperformance or underperformance relative to peers over a full market cycle.

by Morningstar Automated Analysis
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Portfolio Holdings CFCYX

More CFCYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 12.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Hewlett Packard Enterprise Co 7.625% PRF CONVERT 01/09/2027 USD 50 - Ser C

1.52 21M
Technology

Texas Instruments Inc

1.47 20M
Technology

Cisco Systems Inc

1.40 19M
Technology

Oracle Corp.

1.36 18M
Corporate

Microchip Technology Inc 7.50% PRF CONVERT 15/03/2028 USD 50 - Ser A 1/20th

1.19 16M
Technology

CVS Health Corp

1.18 16M
Healthcare

Morgan Stanley

1.15 16M
Financial Services

Boeing Co 6% PRF CONVERT 15/10/2027 USD 50 - Dep Rep 1/20th Sr A

1.07 14M
Industrials

Starz Capital Holdings LLC 5.5%

0.98 13M
Corporate

Columbia Short-Term Cash

0.98 13M
Cash and Equivalents

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