CBLCX Mutual Fund

CBLCX Mutual Fund (Columbia Balanced Fund class C) is managed by Columbia Threadneedle Investments with $977.1M in net assets. CBLCX expense ratio is 1.66%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2003-10-13.

CBLCX performance shows a YTD return of 5.33%. The 1-year return is 10.73% and the 5-year return is 6.58%. CBLCX dividend yield stands at 5.23%, paid quarterly.

CBLCX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp (3.6%), Square 6.12 46485 2027-04-08 (3.5%), Ishares Core Msci Eafe ETF (2.9%). 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.