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Columbia Balanced Fund

CBLCX:US
NASDAQ GM
41.09
USD
0.06
0.15%
As of 6/18/2018
Fund Type
Open-End Fund
52Wk Range
38.95 - 43.12
1 Yr Return
4.66%
YTD Return
-0.38%
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Previous Close
41.15
52Wk Range
38.95 - 43.12
1 Yr Return
5.24%
YTD Return
-0.38%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 06/18/2018)
41.09
Total Assets (b USD) (on 06/18/2018)
7.274
Inception Date
10/13/2003
Last Dividend (on 06/15/2018)
0.0475
Dividend Indicated Gross Yield
0.46%
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
0.60%
Expense Ratio
1.78%

Top Fund Holdings

Name Position Value % of Fund
1.09 m 204.54 m 2.84
1.85 m 183.08 m 2.54
1.37 m 146.46 m 2.03
131.87 k 143.08 m 1.98
85.85 k 139.90 m 1.94
676.68 k 129.77 m 1.80
507.06 k 126.32 m 1.75
1.43 m 123.08 m 1.71
127.03 k 115.78 m 1.60
1.42 m 112.62 m 1.56
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