Nasdaq - Delayed Quote USD

Columbia Balanced R (CBLRX)

51.72
0.00
(0.00%)
At close: 8:01:38 PM EST

Investment Information

Min Initial Investment
0
Min Initial Investment, IRA
--
Min Initial Investment, AIP
--
Min Subsequent Investment
0
Min Subsequent Investment, IRA
--
Min Subsequent Investment, AIP
--

Broker Availability

  • Mid Atlantic Capital Corp
  • Schwab Institutional
  • (Junk)CommonWealth PPS
  • LPL SAM Eligible - 10.24.2024
  • Fidelity Retail FundsNetwork
  • Fidelity Institutional FundsNetwork
  • Vanguard NTF
  • Commonwealth Universe
  • TD Ameritrade Retail
  • TD Ameritrade Institutional
  • Mid Atlantic Capital Group
  • Vanguard TF
  • LPL SWM - 10.24.2024
  • Schwab All (Retail, Instl, Retirement)
  • Pershing Retirement Plan Network
  • Kestra Financial
  • Commonwealth (PPS Access Program)
  • Commonwealth (NTF - PPS/Advisory)
  • Commonwealth (PPS/Advisory)
  • LPL Brokerage Availability - November 2024
  • Allowab (non-advisory)
  • Mid Atlantic Clearing and Settlement

Fund Summary

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.

Fund Overview

Category Allocation--50% to 70% Equity
Fund Family Columbia Threadneedle
Net Assets 9.66B
YTD Return 14.04%
Yield 1.56%
Morningstar Rating
Inception Date Oct 01, 1991

Performance & Risk

YTD Return 0.62%
5y Average Return 8.72%
Rank in Category (ytd) 21
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

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