CBLAX Mutual Fund

CBLAX Mutual Fund (Columbia Balanced Fund class A) is managed by Columbia Threadneedle Investments with $4.26B in net assets. CBLAX expense ratio is 0.91%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2002-11-01.

CBLAX performance shows a YTD return of 7.54%. The 1-year return is 12.15% and the 5-year return is 7.43%. CBLAX dividend yield stands at 5.83%, paid quarterly.

CBLAX 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 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.