CBLAX Mutual Fund

CBLAX Mutual Fund (Columbia Balanced Fund class A) is managed by Columbia Threadneedle Investments with $4.40B in net assets. CBLAX expense ratio is 0.91%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2002-11-01.

CBLAX performance shows a YTD return of 5.78%. The 1-year return is 11.58% and the 5-year return is 7.38%. CBLAX dividend yield stands at 5.93%, paid quarterly.

CBLAX 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 CBLAX holdings, CBLAX sectors, or CBLAX dividends.

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