CBALX Mutual Fund

CBALX Mutual Fund (Columbia Balanced Fund Class I) is managed by Columbia Threadneedle Investments with $3.35B in net assets. CBALX expense ratio is 0.66%, holding 1030 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 1991-10-01.

CBALX performance shows a YTD return of 5.93%. The 1-year return is 11.83% and the 5-year return is 7.65%. CBALX dividend yield stands at 6.08%, paid quarterly.

CBALX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Columbia Short Term Cash Fund (3.5%), Ishares Core Msci Eafe ETF (2.9%). 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.