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 |
|---|---|---|---|
| INSM | INSMED INC | 0.00% | $0 |
| — | FNMA 30YR UMBS | 0.00% | $0 |
| — | GNMA_21-74 | 0.00% | $0 |
| — | COMM_20-CX | 0.00% | $0 |
| — | GRAY MEDIA INC | 0.00% | $0 |
| — | APID_12-11A | 0.00% | $0 |
| — | WILLIAMS SCOTSMAN INC | 0.00% | $0 |
| — | FHLMC 30YR UMBS SUPER | 0.00% | $0 |
| — | PNC FINANCIAL SERVICES GROUP INC | 0.00% | $0 |
| — | FIGRE_25-FL1 | 0.00% | $0 |
| — | VSTA_25-CES2 | 0.00% | $0 |
| — | HILCORP ENERGY I LP/HILCORP FIN | 0.00% | $0 |
| — | AVANTOR FUNDING INC | 0.00% | $0 |
| — | GOEASY LTD | 0.00% | $0 |
| — | L3HARRIS TECHNOLOGIES INC | 0.00% | $0 |
| — | OHIO EDISON COMPANY | 0.00% | $0 |
| 0KET.L | PACCAR INC | 0.00% | $0 |
| — | 1011778 BC ULC/NEW RED FINANCE INC | 0.00% | $0 |
| — | CLOUD SOFTWARE GROUP INC | 0.00% | $0 |
| — | OUTFRONT MEDIA CAP LLC/CAP CORP | 0.00% | $0 |
| — | MORGAN STANLEY | 0.00% | $0 |
| — | PRPM_24-RCF2 | 0.00% | $0 |
| 0JDM.L | IQVIA HOLDINGS INC | 0.00% | $0 |
| — | BRAVO_21-NQM2 | 0.00% | $0 |
| — | SCIENCE APPLICATIONS INTERNATIONAL | 0.00% | $0 |