Nasdaq - Delayed Quote USD

Columbia Balanced Inst (CBALX)

54.46 -0.16 (-0.29%)
At close: 8:01 PM EDT
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DELL
  • Previous Close 54.62
  • YTD Return 14.55%
  • Expense Ratio 0.68%
  • Category Allocation--50% to 70% Equity
  • Last Cap Gain 22.00
  • Morningstar Rating
  • Morningstar Risk Rating Above Average
  • Sustainability Rating
  • Net Assets 9.77B
  • Beta (5Y Monthly) 0.98
  • Yield 1.88%
  • 5y Average Return --
  • Holdings Turnover 171.00%
  • Last Dividend 0.79
  • Inception Date Sep 27, 2010

Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

Columbia Threadneedle

Fund Family

Allocation--50% to 70% Equity

Fund Category

9.77B

Net Assets

2010-09-27

Inception Date

Performance Overview: CBALX

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Trailing returns as of 10/16/2024. Category is Allocation--50% to 70% Equity.

YTD Return

CBALX
14.55%
Category
9.69%
?

1-Year Return

CBALX
26.65%
Category
27.06%
?

3-Year Return

CBALX
6.87%
Category
11.00%
?

5-Year Return

CBALX
10.70%
Category
10.26%
?

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Holdings: CBALX

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Top 4 Holdings (13.07% of Total Assets)

SymbolCompany% Assets
MSFT
Microsoft Corporation 3.72%
NVDA
NVIDIA Corporation 3.55%
AAPL
Apple Inc. 3.39%
AMZN
Amazon.com, Inc. 2.41%

Sector Weightings

Recent News: CBALX

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Research Reports: CBALX

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