CBABX Mutual Fund

CBABX Mutual Fund (Columbia Balanced Fund Class S) is managed by Columbia Threadneedle Investments with $70.8M in net assets. CBABX expense ratio is 0.66%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2024-10-02.

CBABX performance shows a YTD return of 7.73%. The 1-year return is 12.44% and the 5-year return is 7.66%. CBABX dividend yield stands at 6.08%, paid quarterly.

CBABX top holdings include Nvidia Corp (5.5%), Microsoft Corp (4.3%), Apple, Inc (3.8%), Columbia Short Term Cash Fund (3.3%), Amazon.Com Inc Sr Unsecured 07/56 6.1 (3.1%). Go to all CBABX holdings, CBABX sectors, or CBABX dividends.

CBABX can be compared against other funds. Use CBABX overlap to find shared positions, or CBABX vs another fund for a side-by-side view. CBABX alternatives are available via the screener, along with tax-loss harvesting opportunities.