CBLCX Mutual Fund
CBLCX Mutual Fund
CBLCX Mutual Fund
Columbia Balanced Fund class C
CBLCX Mutual Fund Overview
CBLCX Mutual Fund (Columbia Balanced Fund class C) is managed by Columbia Threadneedle Investments with $940.1M in net assets. CBLCX expense ratio is 1.66%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2003-10-13.
CBLCX performance shows a YTD return of 7.02%. The 1-year return is 11.31% and the 5-year return is 6.62%. CBLCX dividend yield stands at 5.15%, paid quarterly.
CBLCX 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 CBLCX holdings, CBLCX sectors, or CBLCX dividends.
CBLCX can be compared against other funds. Use CBLCX overlap to find shared positions, or CBLCX vs another fund for a side-by-side view. CBLCX alternatives are available via the screener, along with tax-loss harvesting opportunities.