• Fund Type: Open-End Fund
  • Objective: Moderate Allocation
  • Asset Class: Mixed Allocation
  • Geographic Focus: U.S.

Columbia Balanced Fund

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CBLAX:US

36.36 USD 0.03 0.08%

As of 09:29:30 ET on 07/11/2014.

Snapshot for Columbia Balanced Fund (CBLAX)

Year To Date: +5.72% 3-Month: +6.52% 3-Year: +12.07% 52-Week Range: 31.80 - 36.57
1-Month: +1.25% 1-Year: +14.40% 5-Year: +14.66% Beta vs SPX: 0.77

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  • CBLAX:US 36.36
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Fund Profile & Information for CBLAX

Columbia Balanced Fund is an open-end fund incorporated in the USA. The Fund's objective is high total return. Normally, 35% to 65% of total net assets will be allocated to stocks and 35% to 65% will be allocated to debt securities. The Fund's stocks will primarily be those of large-cap, well-established companies.

Inception Date: 11-01-2002 Telephone: 1-800-345-6611
Managers: LEONARD A APLET / BRIAN LAVIN
Web Site: www.columbiafunds.com

Fundamentals for CBLAX

NAV (on 2014-07-11) 36.36
Assets (M) (on 2014-07-11) 2,073.29
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 0.00

Dividends for CBLAX

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net (on 2014-06-24) 0.08
Dividend Yield (ttm) 0.82

Fees & Expenses for CBLAX

Front Load 5.75
Back Load 1.00
Current Mgmt Fee 0.62
Redemption Fee 0.00
12b1 Fee 0.25
Expense Ratio 1.13

Top Fund Holdings for CBLAX

Filing Date: 05/30/2014
Name Position Value % of Total
Apple Inc 775,810 70,155,390 3.365%
JPMorgan Chase & Co 814,693 45,272,490 2.171%
Verizon Communications Inc 769,019 38,420,189 1.843%
Citigroup Inc 802,952 38,196,427 1.832%
T 3 ⅞ 08/15/40 31,576 35,207,240 1.689%
CVS Caremark Corp 421,360 33,000,915 1.583%
Procter & Gamble Co/The 405,924 32,794,600 1.573%
Chevron Corp 266,721 32,750,672 1.571%
Johnson & Johnson 319,895 32,456,547 1.557%
Philip Morris International In 361,989 32,050,506 1.537%

Quotes delayed, except where indicated otherwise. Mutual fund NAVs include dividends. All prices in local currency. Time is ET.

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