CBALX Mutual Fund
CBALX Mutual Fund
CBALX Mutual Fund
Columbia Balanced Fund Class I
CBALX Mutual Fund Overview
CBALX Mutual Fund (Columbia Balanced Fund Class I) is managed by Columbia Threadneedle Investments with $3.30B in net assets. CBALX expense ratio is 0.66%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 1991-10-01.
CBALX performance shows a YTD return of 7.73%. The 1-year return is 12.44% and the 5-year return is 7.70%. CBALX dividend yield stands at 6.08%, paid quarterly.
CBALX 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 CBALX holdings, CBALX sectors, or CBALX dividends.
CBALX can be compared against other funds. Use CBALX overlap to find shared positions, or CBALX vs another fund for a side-by-side view. CBALX alternatives are available via the screener, along with tax-loss harvesting opportunities.