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Columbia Balanced Fund Class I: (MF: CBALX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$50.48 USD
+0.28 (0.56%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in October1991 is managed by Columbia Management Advisors, Inc. ('CMA'). The fund seeks high total return. The fund invests 35% to 65% of its total net assets in stocks and 35% to 65% of its assets in debt securities. The fund's stocks are primarily those of large-cap, well-established companies. The fund's debt securities have intermediate- to long-term maturities and they are primarily rated investment-grade by a securities rating agency, or their unrated equivalents. The fund declares and pays its dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced Inst | CBALX | NA | NA | 0.00 | 0.00 | 0.57 | 0.67 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 50.48 | 10/1/1991 | 2.08 | 6.08 | 5.94 | 11.96 |
| Columbia Balanced A | CBLAX | 48.50 | 10/31/2002 | 1.82 | 5.82 | 5.67 | 11.68 |
| Columbia Balanced C | CBLCX | 48.24 | 10/10/2003 | 1.09 | 5.03 | 4.88 | 10.84 |
| Columbia Balanced R | CBLRX | 48.51 | 9/27/2010 | 1.58 | 5.54 | 5.41 | 11.40 |
| Columbia Balanced R5 | CLREX | 48.40 | 3/7/2011 | 2.11 | 6.11 | 5.97 | 12.00 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced Inst | CBALX | 0 | 0 | 0 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |