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

Columbia Balanced Fund

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CBLRX:US

36.43 USD 0.13 0.36%

As of 09:29:30 ET on 12/19/2014.

Snapshot for Columbia Balanced Fund (CBLRX)

Year To Date: +10.03% 3-Month: +2.01% 3-Year: +15.67% 52-Week Range: 32.17 - 36.53
1-Month: +1.09% 1-Year: +11.61% 5-Year: - Beta vs SPX: 0.78

Mutual Fund Chart for CBLRX

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  • CBLRX:US 36.43
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Fund Profile & Information for CBLRX

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: 09-27-2010 Telephone: 1-800-345-6611
Managers: LEONARD A APLET / BRIAN LAVIN
Web Site: www.columbiafunds.com

Fundamentals for CBLRX

NAV (on 2014-12-19) 36.43
Assets (M) (on 2014-12-19) 2,395.39
Fund Leveraged N
Minimum Investment 0.00
Minimum Subsequent Investment 0.00

Dividends for CBLRX

Dividend Type Income
Dividend Frequency Quarter
Last Dividend Net (on 2014-12-10) 0.05
Dividend Yield (ttm) 4.24

Fees & Expenses for CBLRX

Front Load 0.00
Back Load 0.00
Current Mgmt Fee 0.62
Redemption Fee 0.00
12b1 Fee 0.50
Expense Ratio 1.34

Top Fund Holdings for CBLRX

Filing Date: 10/31/2014
Name Position Value % of Total
Apple Inc 656,230 70,872,840 3.108%
JPMorgan Chase & Co 816,833 49,402,060 2.166%
Citigroup Inc 881,172 47,169,137 2.068%
T 3 ⅞ 08/15/40 36,226 42,047,627 1.844%
Comcast Corp 747,716 41,386,081 1.815%
Chevron Corp 330,041 39,588,418 1.736%
CVS Health Corp 449,380 38,561,298 1.691%
Verizon Communications Inc 749,119 37,643,230 1.651%
Honeywell International Inc 386,118 37,113,662 1.627%
Google Inc 63,759 35,646,382 1.563%

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

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