Columbia Flexible Capital Income Fund (CFIZX) belongs to the Diversified Portfolio category. Below you'll find alternative mutual funds from the same category, ranked by key criteria, plus funds that investors commonly compare with CFIZX. Use the tables to find lower-cost options, better risk-adjusted returns, or a closer substitute for your current allocation.
Cheapest Alternatives to CFIZX
CFIZX charges 0.73% annually. There are 318 mutual funds in the Diversified Portfolio category with lower expense ratios, going as low as 0.02%.
| Symbol | Name | Expense Ratio | AUM | Inception | |
|---|---|---|---|---|---|
| Fidelity 70% Allocation Fund | 0.02% | — | Jan 2022 | CFIZX vs FRGAX | |
| PGIM 60/40 Allocation Fund | 0.03% | — | Sep 2017 | CFIZX vs PALDX | |
| TIAA-CREF Lifestyle Aggressive Growth Fund | 0.04% | — | Dec 2011 | CFIZX vs TSAIX | |
| Vanguard Tax-Managed Balanced Fund Admiral Shares | 0.05% | 12.30B | Sep 1994 | CFIZX vs VTMFX | |
| Fidelity Sustainable Multi-Asset Fund | 0.05% | — | Feb 2022 | CFIZX vs FYMIX |
Best Risk-Adjusted Alternatives to CFIZX
CFIZX has a PortfoliosLab risk / return rank of 88. There are 16 mutual funds in the Diversified Portfolio category with higher risk-adjusted ranks, going as high as 99.
| Symbol | Name | Risk / Return Rank | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 99 | — | Nov 2003 | CFIZX vs STDAX | |
| Thornburg Investment Income Builder Fund Class I | 98 | — | Dec 2002 | CFIZX vs TIBIX | |
| Nuveen Flexible Income Fund | 97 | — | Dec 2009 | CFIZX vs NWQIX | |
| Allspring Diversified Capital Builder Fund | 95 | — | Jan 1998 | CFIZX vs EKBAX | |
| Pioneer Balanced ESG Fund | 94 | — | Dec 1991 | CFIZX vs AYBLX |
Top Performing CFIZX Alternatives (YTD)
CFIZX is at 10.31% YTD. There are 91 mutual funds in the Diversified Portfolio category with higher YTD returns, going as high as 36.76%.
| Symbol | Name | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|
| Allspring Diversified Capital Builder Fund | 36.76% | — | Jan 1998 | CFIZX vs EKBAX | |
| Greenspring Fund | 20.69% | — | Jun 1983 | CFIZX vs GRSPX | |
| MH Elite Small Cap Fund of Funds Fund | 18.72% | — | Aug 1998 | CFIZX vs MHELX | |
| Thornburg Investment Income Builder Fund Class I | 17.68% | — | Dec 2002 | CFIZX vs TIBIX | |
| Sound Mind Investing Fund | 15.94% | — | Dec 2005 | CFIZX vs SMIFX |
Lowest Volatility Alternatives to CFIZX
CFIZX has 7.38% 1-year volatility. There are 186 mutual funds in the Diversified Portfolio category with lower 1-year volatility, going as low as 0.85%.
| Symbol | Name | Volatility 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | 0.85% | — | Nov 2003 | CFIZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | 2.82% | — | Apr 2012 | CFIZX vs SCLAX | |
| SEI Asset Allocation Trust Conservative Strategy F... | 2.85% | — | Nov 2003 | CFIZX vs SICIX | |
| Ave Maria Bond Fund | 2.99% | — | Apr 2003 | CFIZX vs AVEFX | |
| American Funds College 2027 Fund | 3.13% | — | Sep 2012 | CFIZX vs CSTAX |
Lowest Drawdown Alternatives to CFIZX
CFIZX has a 1-year max drawdown of -4.90%. There are 119 mutual funds in the Diversified Portfolio category with shallower 1-year drawdowns, going as shallow as -0.36%.
| Symbol | Name | Max Drawdown 1Y | AUM | Inception | |
|---|---|---|---|---|---|
| SEI Asset Allocation Trust Defensive Strategy Allo... | -0.36% | — | Nov 2003 | CFIZX vs STDAX | |
| SEI Institutional Managed Trust Multi-Asset Capita... | -2.32% | — | Apr 2012 | CFIZX vs SCLAX | |
| Fidelity Strategic Real Return Fund Class K6 | -2.57% | — | Sep 2005 | CFIZX vs FSRKX | |
| DFA Global Allocation 25/75 Portfolio | -2.64% | — | Dec 2003 | CFIZX vs DGTSX | |
| SEI Asset Allocation Trust Conservative Strategy F... | -2.65% | — | Nov 2003 | CFIZX vs SICIX |
Other Mutual Funds from Columbia
The 10 most viewed Columbia mutual funds shown here include SLMCX, GSFTX, CDDYX and span 7 categories.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Columbia Seligman Technology and Information Fund | Technology Equities | 96 | 59.22% | — | Jun 1983 | CFIZX vs SLMCX | |
| Columbia Dividend Income Fund | Large Cap Value Equities | 79 | 8.83% | — | Mar 1998 | CFIZX vs GSFTX | |
| Columbia Dividend Income Fund Institutional 3 Clas... | Large Cap Value Equities, Dividend | 79 | 8.90% | — | Nov 2012 | CFIZX vs CDDYX | |
| Columbia Dividend Income Fund Class A | Large Cap Value Equities | 77 | 8.70% | — | Nov 2002 | CFIZX vs LBSAX | |
| Columbia Seligman Global Technology Fund | Technology Equities | 96 | 58.24% | — | May 1994 | CFIZX vs SHGTX | |
| Columbia Global Technology Growth Fund Class A | Technology Equities, Large Cap Growth Equities | 76 | 30.84% | — | Nov 2000 | CFIZX vs CTCAX | |
| Columbia Global Technology Growth Fund | Technology Equities | 77 | 30.99% | — | Nov 2000 | CFIZX vs CMTFX | |
| Columbia Contrarian Core Fund | Large Cap Blend Equities | 49 | 9.02% | — | Dec 1992 | CFIZX vs SMGIX | |
| Columbia Balanced Fund | Diversified Portfolio | 54 | 6.03% | — | Sep 1991 | CFIZX vs CBALX | |
| Columbia Overseas Value Fund | Foreign Large Cap Equities | 42 | 6.13% | — | Mar 2008 | CFIZX vs COSZX |
Often Compared With CFIZX
Investors most often compare CFIZX with BWBIX, QBDSX, BLNDX. These 8 comparison targets span 1 categories, based on PortfoliosLab usage data.
| Symbol | Name | Category | Risk / Return Rank | YTD Return | AUM | Inception | |
|---|---|---|---|---|---|---|---|
| Baron WealthBuilder Fund | Diversified Portfolio | 20 | 5.25% | — | Dec 2017 | CFIZX vs BWBIX | |
| Quantified Managed Income Fund | Diversified Portfolio | 5 | -0.50% | — | Aug 2013 | CFIZX vs QBDSX | |
| Standpoint Multi-Asset Fund Institutional | Diversified Portfolio | 81 | 12.91% | — | Dec 2019 | CFIZX vs BLNDX | |
| Fidelity Strategic Real Return Fund | Diversified Portfolio | 87 | 6.54% | — | Sep 2005 | CFIZX vs FSRRX | |
| PGIM Real Assets Fund | Diversified Portfolio | 75 | 10.42% | — | Dec 2010 | CFIZX vs PUDZX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 82 | 6.09% | — | Sep 2005 | CFIZX vs FCSRX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 88 | 6.68% | — | Oct 2018 | CFIZX vs FIQDX | |
| Fidelity Advisor Strategic Real Return Fund Class ... | Diversified Portfolio | 86 | 6.58% | — | Sep 2005 | CFIZX vs FSIRX |
Compare CFIZX with Any Fund or Stock
Compare CFIZX with any ETF, mutual fund, or stock using PortfoliosLab's comparison tool.
Pair CFIZX with funds that move differently
Columbia Flexible Capital Income Fund alternatives help with substitution. Diversifiers are the next step when you want funds with lower historical correlation to CFIZX.
Explore CFIZX Diversifiers