CBDYX Mutual Fund

CBDYX Mutual Fund (Columbia Balanced Fund Class I3) is managed by Columbia Threadneedle Investments with $910.6M in net assets. CBDYX expense ratio is 0.57%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2012-11-08.

CBDYX performance shows a YTD return of 7.77%. The 1-year return is 12.52% and the 5-year return is 7.78%. CBDYX dividend yield stands at 6.07%, paid quarterly.

CBDYX 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 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.