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Morningstar

Columbia Flexible Capital Income Inst CFIZX

Morningstar Analyst Rating
Quantitative rating as of
  • NAV / 1-Day Return 13.45  /  0.52 %
  • Total Assets 1.4 Bil
  • Adj. Expense Ratio
    0.730%
  • Expense Ratio 0.870%
  • Distribution Fee Level Above Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 5.26%
  • Turnover 38%

USD | NAV as of Jan 26, 2023 | 1-Day Return as of Jan 26, 2023, 11:10 PM GMT+00:00

Morningstar’s Analysis CFIZX

Will CFIZX outperform in 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 CFIZX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CFIZX 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 CFIZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Summary

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Columbia Flexible Capital Income Inst's Average People and Parent ratings limit this strategy to a Morningstar Quantitative Rating of Neutral. The strategy charges fees in line with its similarly distributed peers, priced within the middle quintile.

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