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Nasdaq - Delayed Quote USD
Columbia Balanced Inst (CBALX)
51.20
-0.59
(-1.14%)
At close: March 6 at 6:47:20 PM EST
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51.79 - YTD Return 2.05%
- Expense Ratio 0.68%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 33.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 9.79B
- Beta (5Y Monthly) 0.97
- Yield 2.01%
- 5y Average Return --
- Holdings Turnover 200.00%
- Last Dividend 1.11
- Inception Date Oct 2, 2024
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
9.79B
Net Assets
2024-10-02
Inception Date
Performance Overview: CBALX
View MoreTrailing returns as of 3/5/2025. Category is Allocation--50% to 70% Equity.
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Holdings: CBALX
View MoreTop 5 Holdings (16.17% of Total Assets)
Sector Weightings
SectorCBALX
Technology 32.60%
Financial Services 13.60%
Communication Services 13.34%
Healthcare 11.53%
Consumer Cyclical 11.43%
Industrials 7.04%
Consumer Defensive 4.06%
Energy 2.77%
Utilities 2.05%
Real Estate 1.13%
Basic Materials 0.46%
Recent News: CBALX
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