Bloomberg the Company & Products

Bloomberg Anywhere Login

Bloomberg

Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the world.

Company

Financial Products

Enterprise Products

Media

Customer Support

  • Americas

    +1 212 318 2000

  • Europe, Middle East, & Africa

    +44 20 7330 7500

  • Asia Pacific

    +65 6212 1000

Communications

Industry Products

Media Services

Follow Us

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

Columbia Balanced Fund

+ Add to Watchlist

CBLBX:US

36.75 USD 0.35 0.94%

As of 09:29:30 ET on 03/06/2015.

Snapshot for Columbia Balanced Fund (CBLBX)

Year To Date: +1.35% 3-Month: +0.94% 3-Year: +12.29% 52-Week Range: 32.95 - 37.21
1-Month: +1.16% 1-Year: +9.10% 5-Year: +10.45% Beta vs SPX: 0.77

Mutual Fund Chart for CBLBX

No chart data available.
  • CBLBX:US 36.75
  • 1M
  • 1Y
Interactive CBLBX Chart

Previous Close

No chart data available.
Interactive Chart
  • 1W
  • 1M
  • YTD
  • 1Y
  • 3Y
  • 5Y
Close:
Open:
High:
Low:
Volume:
Recently Viewed Symbols
Save as Watchlist
Saving as watchlist...

Fund Profile & Information for CBLBX

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 CBLBX

NAV (on 2015-03-06) 36.75
Assets (M) (on 2015-03-06) 2,663.38
Fund Leveraged N
Minimum Investment 2,000.00
Minimum Subsequent Investment 0.00

Dividends for CBLBX

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net (on 2014-12-10) 0.01
Dividend Yield (ttm) 3.72

Fees & Expenses for CBLBX

Front Load 0.00
Back Load 5.00
Current Mgmt Fee 0.62
Redemption Fee 0.00
12b1 Fee 1.00
Expense Ratio 1.84

Top Fund Holdings for CBLBX

Filing Date: 01/30/2015
Name Position Value % of Total
Apple Inc 570,695 66,862,626 2.616%
Citigroup Inc 1,205,142 56,581,417 2.214%
Medtronic PLC 762,430 54,437,476 2.130%
T 3 ⅞ 08/15/40 38,816 51,543,417 2.017%
CVS Health Corp 431,880 42,393,341 1.659%
Verizon Communications Inc 886,669 40,529,640 1.586%
JPMorgan Chase & Co 713,923 38,823,133 1.519%
Comcast Corp 727,216 38,647,894 1.512%
Google Inc 70,424 37,643,036 1.473%
Microsoft Corp 927,584 37,474,394 1.466%

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

Sponsored Link
Advertisement
Advertisement
Sponsored Links
Advertisements
sec ||= nil