CBLRX Mutual Fund

CBLRX Mutual Fund (Columbia Balanced Fund Class R) is managed by Columbia Threadneedle Investments with $174.8M in net assets. CBLRX expense ratio is 1.16%, holding 998 positions across sectors including Information Technology, Financials, Communication Services. Inception date: 2010-09-27.

CBLRX performance shows a YTD return of 5.62%. The 1-year return is 11.28% and the 5-year return is 7.11%. CBLRX dividend yield stands at 5.80%, paid quarterly.

CBLRX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp (3.6%), Sold TRY Bought USD 20260421 (3.5%), Ishares Core Msci Eafe ETF (2.9%). Go to all CBLRX holdings, CBLRX sectors, or CBLRX dividends.

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