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Columbia Balanced Fund Class I3: (MF: CBDYX)
(NASDAQ Mutual Funds) As of May 9, 2025 08:00 PM ET
$51.03 USD
-0.01 (-0.02%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced Inst3 | CBDYX | NA | NA | 0.00 | 0.00 | 0.57 | 0.59 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 50.33 | 10/1/1991 | 2.08 | 9.13 | 8.37 | 9.99 |
| Columbia Balanced A | CBLAX | 50.45 | 10/31/2002 | 1.83 | 8.85 | 8.11 | 9.72 |
| Columbia Balanced C | CBLCX | 50.17 | 10/10/2003 | 1.09 | 8.05 | 7.30 | 8.90 |
| Columbia Balanced R | CBLRX | 50.47 | 9/27/2010 | 1.58 | 8.58 | 7.83 | 9.44 |
| Columbia Balanced R5 | CLREX | 50.18 | 3/7/2011 | 2.11 | 9.18 | 8.42 | 10.04 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced Inst3 | CBDYX | 0 | 0 | 0 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |