Columbia Flexible Capital Fund Quote
| CFCRX Fund | USD 13.02 0.01 0.08% |
Performance1 of 100
| Odds Of DistressLess than 22
|
Columbia Flexible is trading at 13.02 as of the 18th of April 2024; that is 0.08 percent increase since the beginning of the trading day. The fund's open price was 13.01. Columbia Flexible has about a 22 % 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. Equity ratings for Columbia Flexible Capital are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 19th of March 2024 and ending today, the 18th of April 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
| 0.75 | CUSHX | Columbia Ultra Short | PairCorr |
| 0.76 | CUSBX | Columbia Ultra Short | PairCorr |
| 0.89 | CDAZX | Multi Manager Direct | PairCorr |
| 0.85 | CUURX | Columbia Small Cap | PairCorr |
Columbia Mutual Fund Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Columbia Flexible's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Columbia Flexible or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| 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 March 2024 |
Columbia Flexible Capital [CFCRX] is traded in USA and was established 18th of April 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 0.65% with the current yeild of 0.05%, while the total return for the last 3 years was 1.3%.
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
| MPW | Medical Properties Trust | Stock | Real Estate |
| PFE | Pfizer Inc | Stock | Health Care |
| GM | General Motors | Stock | Consumer Discretionary |
| WMB | Williams Companies | Stock | Energy |
| WFC | Wells Fargo | Stock | Financials |
| AEP | American Electric Power | Stock | Utilities |
| CSCO | Cisco Systems | Stock | Information Technology |
Columbia Flexible Target Price Odds Analysis
Based on a normal probability distribution, the odds of Columbia Flexible jumping above the current price in 90 days from now is about 81.12%. The Columbia Flexible Capital probability density function shows the probability of Columbia Flexible mutual fund to fall within a particular range of prices over 90 days. Assuming the 90 days horizon Columbia Flexible Capital has a beta of -0.0294 suggesting as returns on the benchmark increase, returns on holding Columbia Flexible are expected to decrease at a much lower rate. During a bear market, however, Columbia Flexible Capital is likely to outperform the market. Additionally, columbia Flexible Capital has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Columbia Flexible to move above the current price in 90 days from now is about 81.12 (This Columbia Flexible Capital probability density function shows the probability of Columbia Mutual Fund to fall within a particular range of prices over 90 days) .
Columbia Flexible Capital Risk Profiles
Investors will always prefer to have the highest possible return on investment while minimizing volatility. Columbia Flexible market risk premium is the additional return an investor will receive from holding Columbia Flexible long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Columbia Flexible. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Columbia Flexible's alpha and beta are two of the key measurements used to evaluate Columbia Flexible's performance over the market, the standard measures of volatility play an important role as well.
| Mean Deviation | 0.3406 | |||
| Standard Deviation | 0.452 | |||
| Variance | 0.2043 | |||
| Risk Adjusted Performance | (0.01) |
Columbia Flexible Against Markets
Picking the right benchmark for Columbia Flexible mutual fund is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Columbia Flexible mutual fund price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Columbia Flexible is critical whether you are bullish or bearish towards Columbia Flexible Capital at a given time. Please also check how Columbia Flexible's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Columbia Flexible without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Theme RatingsDetermine theme ratings based on digital equity recommendations. Macroaxis theme ratings are based on combination of fundamental analysis and risk-adjusted market performance |
| All Next | Launch Module |
How to buy Columbia Mutual Fund?
Before investing in Columbia Flexible, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Columbia Flexible. To buy Columbia Flexible fund, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Columbia Flexible. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Columbia Flexible fund. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Columbia Flexible Capital fund in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Columbia Flexible Capital fund, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the fund
It's important to note that investing in stocks, such as Columbia Flexible Capital, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in fund prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments.
Already Invested in Columbia Flexible Capital?
The danger of trading Columbia Flexible Capital is mainly related to its market volatility and Mutual Fund specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Columbia Flexible is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Columbia Flexible. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Columbia Flexible Capital is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Columbia Flexible Capital. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in metropolitan statistical area. You can also try the Portfolio Volatility module to check portfolio volatility and analyze historical return density to properly model market risk.