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Columbia Balanced Inst3 (CBDYX)
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55.02 - YTD Return 12.48%
- Expense Ratio 0.60%
- Category Allocation--50% to 70% Equity
- Last Cap Gain 33.00
- Morningstar Rating
- Morningstar Risk Rating Above Average
- Sustainability Rating
- Net Assets 9.57B
- Beta (5Y Monthly) 0.97
- Yield 1.96%
- 5y Average Return --
- Holdings Turnover 200.00%
- Last Dividend 0.82
- Inception Date Nov 8, 2012
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
9.57B
Net Assets
2012-11-08
Inception Date
Performance Overview: CBDYX
View MoreTrailing returns as of 11/19/2024. Category is Allocation--50% to 70% Equity.
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Holdings: CBDYX
View MoreTop 4 Holdings (13.31% of Total Assets)
Sector Weightings
SectorCBDYX
Technology 32.31%
Financial Services 13.29%
Communication Services 11.94%
Healthcare 11.19%
Consumer Cyclical 8.64%
Industrials 8.20%
Consumer Defensive 5.23%
Energy 3.30%
Basic Materials 2.38%
Utilities 2.22%
Real Estate 1.29%
Recent News: CBDYX
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