Finny logo
Dibs:
Dibs:
0

CLNAX vs FKINX

Both CLNAX and FKINX are mutual funds. Below is the comparison between CLNAX and FKINX.

CLNAX FKINX
Security Type Mutual fund Mutual fund
Segment U.S. Balanced: Allocation--30% to 50% Equity U.S. Balanced: Allocation--30% to 50% Equity
Family Columbia Threadneedle Franklin Templeton Investments
Net Assets N/A $36.90B
Expense Ratio N/A 0.60%
Management Style active active
Dividend Yield N/A 4.65%
Minimum Investment $2,000.00 $3,000.00
YTD Return 0.37% 13.07%
1-Year Return 5.32% 6.58%
3-Year Return 6.46% 8.52%
5-Year Return N/A 8.76%
10-Year Return N/A 7.04%

CLNAX description

null

CLNAX performance & returns

YTD Return 0.37%
1-Month Return 0.89%
3-Month Return 5.32%
1-Year Return 5.32%
3-Year Return 6.46%
5-Year Return N/A
10-Year Return N/A
CLNAX expense ratio is N/A.

CLNAX holdings

Top 10 Holdings (56.96% of Total Assets)

Name Symbol % Assets
10 Year Treasury Note Future Dec 20 ZNZ0 12.04%
E-mini S&P 500 Future Dec 20 ESZ0 11.64%
SPDR® Blackstone / GSO Senior Loan ETF SRLN 7.32%
Columbia Short-Term Cash N/A 6.57%
Barclays Bk Pfd 17.53% N/A 3.34%
BNP Paribas Issuance B.V. 16.17% N/A 3.30%
Ubs Ag London Brh Pfd 16.07% N/A 3.28%
Credit Suisse Ag London Brh Pfd 17.1% N/A 3.20%
Jefferies Grp Llc / Jefferies Grp Ca Pfd 15.41% N/A 3.17%
SPDR® Blmbg Barclays Convert Secs ETF CWB 3.10%

Other relevant CLNAX comparisons

You may also want to check out the following CLNAX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

FKINX description

The Fund seeks to maximize income while maintaining prospects for capital appreciation. The Fund will achieve this by investing in a diversified portfolio of debt and equity securities.

FKINX performance & returns

YTD Return 13.07%
1-Month Return 1.57%
3-Month Return 6.58%
1-Year Return 6.58%
3-Year Return 8.52%
5-Year Return 8.76%
10-Year Return 7.04%
FKINX expense ratio is 0.6%.

FKINX holdings

Top 10 Holdings (17.19% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 2.26%
Chevron Corp CVX 1.92%
Southern Co SO 1.78%
Dominion Energy Inc D 1.73%
Community Health Systems Incorporated 9.88% N/A 1.69%
PepsiCo Inc PEP 1.63%
Exxon Mobil Corp XOM 1.61%
Duke Energy Corp DUK 1.60%
Verizon Communications Inc VZ 1.49%
Tenet Healthcare Corporation 8.12% N/A 1.48%

Other relevant FKINX comparisons

You may also want to check out the following FKINX comparisons that investors often look for on Finny

Or use Finny Compare Wizard to create a comparison you’d like to see.

You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.
Follow Us