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Columbia Balanced Fund Class I: (MF: CBALX)

(NASDAQ Mutual Funds) As of Jun 5, 2026 05:16 PM ET

$57.02 USD

-1.16 (-1.99%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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3-Hold of 5     3    

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Apr 30, 2026

Total Return %* Percentile Rank Objective
YTD 2.68 75
3 months 2.18 51
6 months 2.86 81
1 Year 19.40 39
3 Year 14.66 25
5 Year 7.77 26
10 Year 9.82 22

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) 71.93
Bear Market (10/07 - 2/09) -30.84
Bull Market (2/09 - 3/21) 537.59

Load Adjusted Returns as of Apr 30, 2026

1 Year 12.02
5 Year 7.20
10 Year 9.21
Since Inception 8.48

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.50 NA NA NA
2025 -1.65 7.82 5.50 2.05
2024 6.26 3.34 4.31 0.06
2023 6.55 6.17 -2.87 10.56
2022 -3.98 -12.15 -5.35 4.42
2021 3.77 5.98 -0.69 5.20

Annual Return

20262025202420232022202120202019201820172016
% Total Return 2.6814.1614.6221.48-16.6314.9017.8923.03-5.6914.286.43
% Total Return Rel to Index 0.83-4.05-10.39-4.751.56-13.77-0.50-8.45-1.29-7.51-5.50
% Total Return Rel to Peer -1.980.982.997.52-2.881.726.624.26-0.121.130.08
% Perf Quintile vs Peer* 5.002.002.001.005.003.001.001.004.003.003.00
% Dividends 0.261.031.100.880.610.430.600.730.640.530.47
% Yield 1.851.741.981.971.410.761.161.591.621.231.22
Capital Gains ($) 0.002.492.900.001.554.281.981.081.510.620.12
Expense Ratio 0.000.660.670.680.670.680.700.700.700.720.78

* 1 = Top 20%, 5 = Bottom 20%