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Columbia Balanced Fund Institutional Class (CBALX)

US Funds

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51.85 +0.28 +0.54%

17/01 - Closed. Currency in USD

Morningstar Rating:
Total Assets: 3.16B

Type: Fund

Market: United States

Issuer: Columbia

Asset Class: Equity

General
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CBALX Holdings

Comprehensive information about top holdings and Key Holding Information for the Columbia Balanced Z (CBALX) fund. Our Columbia Balanced Z portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name	Net %	Long %	Short %
Stocks	56.25	56.25	0.00
Bonds	44.53	44.56	0.03

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Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	22.30	18.70
Price to Book	4.77	3.25
Price to Sales	3.31	2.27
Price to Cash Flow	16.07	12.69
Dividend Yield	1.22	1.93
5 Years Earnings Growth	11.08	11.50

Sector Allocation

Name	Net %	Category Average
Technology	33.05	24.01
Financial Services	13.91	15.37
Communication Services	11.94	7.43
Healthcare	10.34	12.89
Consumer Cyclical	10.29	9.93
Industrials	7.67	10.30
Consumer Defensive	5.22	6.15
Energy	3.34	4.97
Utilities	2.17	3.26
Real Estate	1.35	4.41
Basic Materials	0.72	3.34

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 992

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
10 Year Treasury Note Future Mar 25	-	5.28	-	-
Microsoft	US5949181045	4.16	429.03	+1.05%
NVIDIA	US67066G1040	3.89	137.71	+3.10%
Apple	US0378331005	3.41	229.98	+0.75%
5 Year Treasury Note Future Mar 25	-	2.79	-	-
Amazon.com	US0231351067	2.69	225.94	+2.39%
Federal National Mortgage Association 4%	-	2.67	-	-
2 Year Treasury Note Future Mar 25	-	2.11	-	-
Federal National Mortgage Association 3%	-	1.85	-	-
Meta Platforms	US30303M1027	1.53	612.77	+0.24%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	22.01B	15.01	6.51	10.75
Columbia Dividend Income Y	9.11B	15.18	6.62	10.90
Columbia Seligman Comms & Info A	8.35B	26.79	7.93	19.70
Columbia Contrarian Core Z	6.07B	23.35	9.89	12.76
Columbia Dividend Income A	4.69B	14.74	6.23	10.47

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Recent Quotes

	Name	Price	Chg.	Chg. %
	Columbia Balanced.	51.85	+0.28	+0.54%