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Columbia Balanced Fund

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CBLCX:US
NASDAQ GM
37.04
USD
0.15
0.41%
As of 20:00:00 ET on 07/30/2015.
Fund Type
Open-End Fund
52Wk Range
33.95 - 37.51
1 Yr Return
5.92%
YTD Return
2.47%
Open
37.06
Day Range
37.04 - 37.06
Previous Close
36.89
52Wk Range
33.95 - 37.51
1 Yr Return
5.92%
YTD Return
2.47%
Fund Type
-
Objective
-
Asset Class Focus
-
Geographic Focus
-
NAV (on 07/29/2015)
37.04
Total Assets (b USD) (on 07/29/2015)
3.262
Inception Date
10/13/2003
Last Dividend (on 06/18/2015)
0.1363
Dividend Indicated Gross Yield
1.47%
Fund Managers
LEONARD A APLET / BRIAN LAVIN
Front Load Fee
0.00%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
1.00%
Current Mgmt Fee
0.62%
Expense Ratio
1.84%
Top Fund Holdings
Name Position Value % of Fund
Apple Inc 638.75 k 83.22 m 2.65
JPMorgan Chase & Co 912.33 k 60.01 m 1.91
T 3 ⅞ 08/15/40 50.21 k 59.85 m 1.91
Medtronic PLC 727.34 k 55.51 m 1.77
Citigroup Inc 961.25 k 51.98 m 1.66
CVS Health Corp 502.48 k 51.44 m 1.64
Verizon Communications Inc 1.03 m 50.97 m 1.62
American Express Co 638.78 k 50.92 m 1.62
Honeywell International Inc 452.13 k 47.11 m 1.50
Microsoft Corp 951.83 k 44.60 m 1.42
Profile
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.
ADDRESS
Columbia Management Investment
225 Franklin Street
Boston, MA 02111
PHONE
1-800-345-6611