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Columbia Balanced Inst (CBALX)
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54.30 - YTD Return 13.19%
- Expense Ratio 0.68%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 22.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 9.66B
- Beta (5Y Monthly) 0.99
- Yield 1.86%
- 5y Average Return --
- Holdings Turnover 171.00%
- Last Dividend 0.79
- Inception Date Nov 1, 2002
Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.
Columbia Threadneedle
Fund Family
Allocation--50% to 70% Equity
Fund Category
9.66B
Net Assets
2002-11-01
Inception Date
Performance Overview: CBALX
View MoreTrailing returns as of 9/27/2024. Category is Allocation--50% to 70% Equity.
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Holdings: CBALX
View MoreTop 4 Holdings (13.16% of Total Assets)
Sector Weightings
SectorCBALX
Technology 32.15%
Healthcare 14.32%
Financial Services 12.37%
Communication Services 10.30%
Consumer Cyclical 7.63%
Industrials 7.00%
Consumer Defensive 6.30%
Energy 3.63%
Basic Materials 2.81%
Utilities 2.04%
Real Estate 1.45%
Recent News: CBALX
View MoreResearch Reports: CBALX
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