Nasdaq - Delayed Quote USD

Columbia Balanced Inst (CBALX)

52.04
+0.19
+(0.37%)
At close: 8:04:12 PM EDT
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  • Previous Close 51.85
  • YTD Return -1.82%
  • Expense Ratio 0.68%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 33.00
  • Morningstar Rating
  • Morningstar Risk Rating High
  • Sustainability Rating
  • Net Assets 9.25B
  • Beta (5Y Monthly) 0.96
  • Yield 2.09%
  • 5y Average Return --
  • Holdings Turnover 200.00%
  • Last Dividend 0.24
  • 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

9.25B

Net Assets

2024-10-02

Inception Date

More about Columbia Balanced Inst

Performance Overview: CBALX

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Trailing returns as of 5/16/2025. Category is Allocation--50% to 70% Equity.

YTD Return

CBALX
1.82%
Category
9.69%
 

1-Year Return

CBALX
9.13%
Category
27.06%
 

3-Year Return

CBALX
8.37%
Category
11.00%
 

5-Year Return

CBALX
9.99%
Category
10.26%
 

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Holdings: CBALX

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Sector Weightings

SectorCBALX
Technology   32.75%
Financial Services   14.38%
Healthcare   13.79%
Communication Services   12.16%
Consumer Cyclical   8.04%
Industrials   7.65%
Consumer Defensive   3.47%
Energy   3.23%
Utilities   2.20%
Real Estate   1.37%
Basic Materials   0.96%
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Recent News: CBALX

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Research Reports: CBALX

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