Columbia Balanced Fund
FundCBALXNASDAQ0.00 n/a
+0.00%(+0.00)
About
This fund primarily allocates its capital to a blend of stocks and bonds. Its investment strategy involves distributing assets across equity and fixed income instruments (which encompass cash and cash equivalents) by carefully assessing the relative risks and potential returns of each category. Typically, the fund aims to hold between 35% and 65% of its net assets in each of these two main asset classes. Under ordinary market conditions, the allocation to either equities or fixed income will not fall below 25% or exceed 75% of its total net assets.
Key Facts
Expense Ratio
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Assets Under Management
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NAV
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Holdings
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Inception Date
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Asset Class
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Issuer
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Avg. Volume
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Market Cap
$10.60B
Beta
0.92
52-Week Range
$51.66$57.53$58.35
52W LowCurrent52W High
Performance
1 Week
+1.02%
1 Month
−1.35%
3 Months
+9.14%
YTD
+4.81%
1 Year
+6.87%
3 Years
+28.73%
5 Years
+9.12%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | SABRE GLBL INC | 0.00% | $0 |
| — | CLYDESDALE ACQUISITION HOLDINGS IN | 0.00% | $0 |
| — | JH NORTH AMERICA HOLDINGS INC | 0.00% | $0 |
| — | VENTURE GLOBAL CALCASIEU PASS LLC | 0.00% | $0 |
| — | FNMA 30YR | 0.00% | $0 |
| — | WHIRLPOOL CORPORATION | 0.00% | $0 |
| — | IMPRL_21-NQM2 | 0.00% | $0 |
| — | NISOURCE INC | 0.00% | $0 |
| — | VIRGIN MEDIA SECURED FINANCE PLC | 0.00% | $0 |
| — | GCAT_22-NQM3 | 0.00% | $0 |
| — | CELANESE US HOLDINGS LLC | 0.00% | $0 |
| — | FLASH COMPUTE | 0.00% | $0 |
| — | XPLR INFRASTRUCTURE OPERATING PART | 0.00% | $0 |
| — | TPMT_18-6 | 0.00% | $0 |
| — | CNX RESOURCES CORP | 0.00% | $0 |
| — | TAH_20-SFR2 | 0.00% | $0 |
| — | AVIENT CORP | 0.00% | $0 |
| — | FGOLD 30YR | 0.00% | $0 |
| — | FNMA 30YR | 0.00% | $0 |
| — | BRAVO_24-NQM2 | 0.00% | $0 |
| — | GOEASY LTD | 0.00% | $0 |
| — | VMED O2 UK FINANCING I PLC | 0.00% | $0 |
| — | INNOPHOS HOLDINGS INC | 0.00% | $0 |
| — | CONSTELLIUM SE | 0.00% | $0 |
| — | UMBS 30YR TBA(REG A) | 0.00% | $0 |