CBDYX Mutual Fund

CBDYX Mutual Fund (Columbia Balanced Fund Class I3) is managed by Columbia Threadneedle Investments with $943.4M in net assets. CBDYX expense ratio is 0.57%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2012-11-08.

CBDYX performance shows a YTD return of 5.98%. The 1-year return is 11.93% and the 5-year return is 7.74%. CBDYX dividend yield stands at 6.17%, paid quarterly.

CBDYX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp (3.6%), Columbia Short Term Cash Fund (3.5%), Ishares Core Msci Eafe ETF (2.9%). Go to all CBDYX holdings, CBDYX sectors, or CBDYX dividends.

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