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Columbia Balanced Fund

CBLRX:US
NASDAQ GM
41.06
USD
0.06
0.15%
As of 6/22/2018
Fund Type
Open-End Fund
52Wk Range
39.05 - 43.24
1 Yr Return
5.16%
YTD Return
-0.45%
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Previous Close
41.00
52Wk Range
39.05 - 43.24
1 Yr Return
5.21%
YTD Return
-0.45%
Fund Type
Open-End Fund
Objective
Moderate Allocation
Asset Class Focus
Mixed Allocation
Geographic Focus
U.S.
NAV (on 06/22/2018)
41.06
Total Assets (b USD) (on 06/22/2018)
7.233
Inception Date
09/27/2010
Last Dividend (on 06/15/2018)
0.0982
Dividend Indicated Gross Yield
0.96%
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
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