CBABX Mutual Fund

CBABX Mutual Fund (Columbia Balanced Fund Class S) is managed by Columbia Threadneedle Investments with $73.4M in net assets. CBABX expense ratio is 0.66%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2024-10-02.

CBABX performance shows a YTD return of 5.95%. The 1-year return is 11.84% and the 5-year return is 7.66%. CBABX dividend yield stands at 6.18%, paid quarterly.

CBABX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp (3.6%), Forward Foreign Currency Contract (3.5%), Ishares Core Msci Eafe ETF (2.9%). 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.