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Columbia Balanced Fund Class I: (MF: CBALX)
(NASDAQ Mutual Funds) As of Sep 5, 2025 08:00 PM ET
$55.83 USD
-0.08 (-0.14%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October1991 is managed by Columbia Management Advisors, Inc. ('CMA'). The fund seeks high total return. The fund invests 35% to 65% of its total net assets in stocks and 35% to 65% of its assets in debt securities. The fund's stocks are primarily those of large-cap, well-established companies. The fund's debt securities have intermediate- to long-term maturities and they are primarily rated investment-grade by a securities rating agency, or their unrated equivalents. The fund declares and pays its dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced Inst | CBALX | NA | NA | 0.00 | 0.00 | 0.57 | 0.66 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 55.83 | 10/1/1991 | 1.86 | 11.67 | 12.11 | 9.99 |
| Columbia Balanced A | CBLAX | 55.79 | 10/31/2002 | 1.63 | 11.36 | 11.83 | 9.71 |
| Columbia Balanced C | CBLCX | 55.45 | 10/10/2003 | 0.96 | 10.53 | 10.99 | 8.89 |
| Columbia Balanced R | CBLRX | 55.79 | 9/27/2010 | 1.40 | 11.10 | 11.55 | 9.44 |
| Columbia Balanced R5 | CLREX | 55.70 | 3/7/2011 | 1.89 | 11.69 | 12.16 | 10.03 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |