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Columbia Balanced Fund

CBLAX:US
NASDAQ GM
41.26
USD
0.10
0.24%
As of 12/12/2017
Fund Type
Open-End Fund
52Wk Range
36.70 - 41.26
1 Yr Return
12.56%
YTD Return
13.65%
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Previous Close
41.16
52Wk Range
36.70 - 41.26
1 Yr Return
13.07%
YTD Return
13.65%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 12/12/2017)
41.26
Total Assets (b USD) (on 12/13/2017)
7.492
Inception Date
11/01/2002
Last Dividend (on 12/08/2017)
0.1427
Dividend Indicated Gross Yield
1.38%
Fund Managers
LEONARD A APLET / BRIAN LAVIN
Front Load Fee
5.75%
Back Load Fee
1.00%
Redemption Fee
0.00%
12b-1 Fee
0.25%
Current Mgmt Fee
0.60%
Expense Ratio
1.03%

Top Fund Holdings

Name Position Value % of Fund
1.04 m 176.46 m 2.40
1.63 m 164.45 m 2.23
857.79 k 154.45 m 2.10
1.81 m 150.67 m 2.05
779.29 k 145.68 m 1.98
1.89 m 138.86 m 1.89
133.45 k 135.67 m 1.84
1.28 m 134.25 m 1.82
882.07 k 122.97 m 1.67
2.16 m 121.18 m 1.65
Profile
Columbia Balanced Fund seeks high total return by investing in equity and debt securities. The Fund allocates between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.
Address
Columbia Management Investment
225 Franklin Street
Boston, MA 02111
Phone
1-800-345-6611
Website
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