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Columbia Balanced Fund Institutional Class (CBALX)

US Funds

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52.59 +0.32 +0.61%

00:00:00 - Delayed Data. Currency in USD

Morningstar Rating:
Total Assets: 3.21B

Type: Fund

Market: United States

Issuer: Columbia

Asset Class: Equity

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CBALX Overview

Find basic information about the Columbia Balanced Fund Institutional Class mutual fund such as total assets, risk rating, Min. investment, market cap and category. Learn about the fund's agencies rating and risk rating, transparent information about the fund's management personal, policies of invested allocation and diversification, past performance. In addition we provide you related news, analysis tools, interactive charts and analysis articles. You may add CBALX MF to your portfolio and watchlist to keep track with the fund's performance and users commentary.

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Technical Chart

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Rating

1-Year Change6.93%

Prev. Close52.27

Risk Rating

TTM Yield2.04%

ROE32.67%

IssuerColumbia

Turnover200%

ROA14.90%

Inception Date33512

Total Assets3.21B

Expenses0.67%

Min. Investment2,000

Market Cap335.39B

CategoryAllocation - - 50% to 70% Equity

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Performance

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	YTD	3M	1Y	3Y	5Y	10Y
Growth of 1000	1146	1001	1146	1161	1573	2261
Fund Return	14.63%	0.06%	14.63%	5.1%	9.48%	8.5%
Place in category	131	152	131	52	43	38
% in Category	19	25	19	12	10	9

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.45B	15.01	6.51	10.75
Columbia Dividend Income Y	9.3B	15.18	6.62	10.90
Columbia Seligman Comms & Info A	8.23B	26.79	7.93	19.70
Columbia Contrarian Core Z	6.17B	23.35	9.89	12.76
Columbia Dividend Income A	4.78B	14.74	6.23	10.47

Top Funds for Allocation--50% to 70% Equity Category

Name	Total Assets	YTD%	3Y%	10Y%
American Funds American Balanced A	112.16B	14.95	4.82	8.14
Vanguard Wellington Admiral	98.78B	14.86	4.06	8.44
American Funds American Balanced R6	56.19B	15.30	5.15	8.47
Vanguard Balanced Index Adm	46.17B	14.59	3.84	8.17
Fidelity Advisor Balanced Fund Clas	42.26B	16.10	4.96	9.64

Top Holdings

Name	ISIN	Weight %	Last	Change %
10 Year Treasury Note Future Mar 25	-	5.92	-	-
Microsoft	US5949181045	4.31	442.33	-1.09%
NVIDIA	US67066G1040	3.93	123.70	-4.03%
Apple	US0378331005	3.74	239.36	+0.46%
Amazon.com	US0231351067	2.95	237.07	-0.45%

Technical Summary

Type	Daily	Weekly	Monthly
Moving Averages	Buy	Buy	Buy
Technical Indicators	BUY	Strong Sell	Strong Buy
Summary	Buy	Neutral	Strong Buy

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Columbia Balanced.	52.59	+0.32	+0.61%