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

Columbia Balanced Fund

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CBLBX:US

37.04 USD 0.06 0.16%

As of 09:29:30 ET on 09/19/2014.

Snapshot for Columbia Balanced Fund (CBLBX)

Year To Date: +7.46% 3-Month: +2.53% 3-Year: +14.37% 52-Week Range: 32.03 - 37.04
1-Month: +1.12% 1-Year: +12.63% 5-Year: +10.94% Beta vs SPX: 0.78

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  • CBLBX:US 37.04
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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 2014-09-19) 37.04
Assets (M) (on 2014-09-19) 2,167.72
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 2014-06-24) 0.01
Dividend Yield (ttm) 0.12

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 1.88

Top Fund Holdings for CBLBX

Filing Date: 07/31/2014
Name Position Value % of Total
Apple Inc 749,010 71,582,886 3.329%
JPMorgan Chase & Co 801,093 46,199,033 2.148%
Citigroup Inc 867,012 42,405,557 1.972%
Chevron Corp 313,271 40,487,144 1.883%
Verizon Communications Inc 749,119 37,770,580 1.756%
T 3 ⅞ 08/15/40 31,946 35,574,874 1.654%
CVS Health Corp 427,460 32,640,846 1.518%
Honeywell International Inc 323,488 29,705,903 1.381%
FNCL 4 8/14 27,555 28,970,746 1.347%
Comcast Corp 536,276 28,814,109 1.340%

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

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