Columbia Balanced Fund Institutional 3 Class
FundCBDYXNASDAQAbout
This fund aims to achieve substantial overall returns by strategically investing in both common stocks (equities) and debt instruments. Under typical market conditions, its portfolio maintains a diversified allocation across these two asset classes. The exact weighting of assets, which includes cash and cash equivalents as part of the debt component, is determined by an ongoing assessment of the relative risks and potential rewards offered by each category. While the fund generally targets an investment range of 35% to 65% of its net assets in each asset class, it is mandated to hold a minimum of 25% and a maximum of 75% of its net assets in both equities and debt securities under normal circumstances.
Key Facts
52-Week Range
Performance
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | CLARIVATE SCIENCE HOLDINGS CORP | 0.00% | $0 |
| — | GATES CORPORATION | 0.00% | $0 |
| — | TREASURY BOND | 0.00% | $0 |
| — | FNMA_25-15 | 0.00% | $0 |
| — | CONCENTRA ESCROW ISSUER CORP | 0.00% | $0 |
| — | SIX FLAGS ENTERTAINMENT CORP | 0.00% | $0 |
| — | FNMA 30YR | 0.00% | $0 |
| — | TRANSMONTAIGNE PARTNERS LLC | 0.00% | $0 |
| — | AJAXM_21-A | 0.00% | $0 |
| — | GLM_24-19A | 0.00% | $0 |
| HON | HONEYWELL INTERNATIONAL INC | 0.00% | $0 |
| 0JDM.L | IQVIA HOLDINGS INC | 0.00% | $0 |
| BRK-B | BERKSHIRE HATHAWAY INC-CL B | 0.00% | $0 |
| — | FHLMC_326 | 0.00% | $0 |
| — | FNMA 30YR UMBS SUPER | 0.00% | $0 |
| — | APLD COMPUTECO LLC | 0.00% | $0 |
| — | FGOLD 15YR GIANT | 0.00% | $0 |
| — | FNMA 30YR | 0.00% | $0 |
| — | VENTURE GLOBAL LNG INC | 0.00% | $0 |
| — | FGOLD 30YR GIANT | 0.00% | $0 |
| — | ALBERTSONS COMPANIES INC | 0.00% | $0 |
| — | PATTERN ENERGY OPS LP/ENERGY OPS | 0.00% | $0 |
| — | WHIRLPOOL CORPORATION | 0.00% | $0 |
| — | FHLMC_5518 | 0.00% | $0 |
| — | FNMA_17-76 | 0.00% | $0 |