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Nasdaq - Delayed Quote USD
Columbia Balanced Adv (CBDRX)
55.42
+0.15
+(0.27%)
At close: November 22 at 8:01:32 PM EST
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55.27 - YTD Return 12.39%
- 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 9.91B
- Beta (5Y Monthly) 0.97
- Yield 1.89%
- 5y Average Return --
- Holdings Turnover 200.00%
- 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
9.91B
Net Assets
2002-11-01
Inception Date
Performance Overview: CBDRX
View MoreTrailing returns as of 11/22/2024. Category is Allocation--50% to 70% Equity.
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Holdings: CBDRX
View MoreTop 4 Holdings (14.15% of Total Assets)
Sector Weightings
SectorCBDRX
Technology 33.05%
Financial Services 13.91%
Communication Services 11.94%
Healthcare 10.34%
Consumer Cyclical 10.29%
Industrials 7.67%
Consumer Defensive 5.22%
Energy 3.34%
Utilities 2.17%
Real Estate 1.35%
Basic Materials 0.72%
Recent News: CBDRX
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