Columbia Balanced Fund
FundCBDRXNASDAQ0.00 n/a
+0.00%(+0.00)
About
Under typical market conditions, this fund primarily invests in a blended portfolio of equity and debt securities. The distribution of its holdings between these asset classes, where debt includes cash and cash equivalents, is determined by a careful evaluation of their respective risks and potential returns. While the fund generally targets an allocation of 35% to 65% of its net assets to each category, its investment in either equities or debt will consistently remain within a broader range of 25% to 75% of its net assets during normal operational periods.
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
$9.83B
Beta
0.97
52-Week Range
$48.06$55.42$55.66
52W LowCurrent52W High
Performance
1 Week
+1.04%
1 Month
+1.24%
3 Months
+1.65%
YTD
+13.64%
1 Year
+18.72%
3 Years
−0.50%
5 Years
+25.93%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | CAESARS ENTERTAINMENT INC | 0.00% | $0 |
| — | GOEASY LTD | 0.00% | $0 |
| — | DUKE ENERGY CORP | 0.00% | $0 |
| MA.BA | MASTERCARD INC - A | 0.00% | $0 |
| INSM | INSMED INC | 0.00% | $0 |
| — | FNMA 30YR | 0.00% | $0 |
| — | MORGAN STANLEY | 0.00% | $0 |
| — | GRAY MEDIA INC | 0.00% | $0 |
| — | ALCOA NEDERLAND HOLDING BV | 0.00% | $0 |
| — | CAMPBELL SOUP COMPANY | 0.00% | $0 |
| — | CCO HOLDINGS LLC/CAP CORP | 0.00% | $0 |
| — | SIMMONS FOODS INC/SIMMONS PREP | 0.00% | $0 |
| — | SUNOCO LP | 0.00% | $0 |
| — | VENTURE GLOBAL CALCASIEU PASS LLC | 0.00% | $0 |
| — | IMPRL_21-NQM2 | 0.00% | $0 |
| — | FGOLD 30YR GIANT | 0.00% | $0 |
| — | AVIENT CORP | 0.00% | $0 |
| — | CANADIAN PACIFIC RAILWAY COMPANY | 0.00% | $0 |
| — | FMC CORPORATION | 0.00% | $0 |
| — | ONEMAIN FINANCE CORP | 0.00% | $0 |
| — | GNMA_21-55 | 0.00% | $0 |
| — | MFRA_21-INV1 | 0.00% | $0 |
| — | AVIS BUDGET CAR RENTAL LLC | 0.00% | $0 |
| — | VIRGIN MEDIA FINANCE PLC | 0.00% | $0 |
| — | PAID_26-3 | 0.00% | $0 |