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Columbia Balanced Fund

CBLRX:US
NASDAQ GM
41.41
USD
0.25
0.61%
As of 12/15/2017
Fund Type
Open-End Fund
52Wk Range
36.70 - 41.41
1 Yr Return
13.32%
YTD Return
13.75%
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Previous Close
41.16
52Wk Range
36.70 - 41.41
1 Yr Return
13.17%
YTD Return
13.75%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 12/15/2017)
41.41
Total Assets (b USD) (on 12/15/2017)
7.516
Inception Date
09/27/2010
Last Dividend (on 12/08/2017)
0.1169
Dividend Indicated Gross Yield
1.13%
Fund Managers
LEONARD A APLET / BRIAN LAVIN
Front Load Fee
0.00%
Back Load Fee
0.00%
Redemption Fee
0.00%
12b-1 Fee
0.50%
Current Mgmt Fee
0.60%
Expense Ratio
1.28%

Top Fund Holdings

Name Position Value % of Fund
476.18 m 476.18 m 6.37
1.11 m 190.35 m 2.55
1.63 m 170.84 m 2.28
1.81 m 152.47 m 2.04
857.79 k 151.98 m 2.03
779.29 k 150.41 m 2.01
1.89 m 142.64 m 1.91
133.45 k 136.31 m 1.82
1.28 m 131.83 m 1.76
882.07 k 122.90 m 1.64
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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