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Columbia Fds Srs Tr I, Balanced Fund Class A: (MF: CBLAX)
(NASDAQ Mutual Funds) As of Sep 26, 2025 08:00 PM ET
$56.39 USD
+0.27 (0.48%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October1991 is managed by Columbia Management Advisors, Inc. ('CMA'). The fund seeks high total return. The fund invests 35% to 65% of its total net assets in stocks and 35% to 65% of its assets in debt securities. The fund's stocks are primarily those of large-cap, well-established companies. The fund's debt securities have intermediate- to long-term maturities and they are primarily rated investment-grade by a securities rating agency, or their unrated equivalents. The fund declares and pays its dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced A | CBLAX | 5.75 | NA | 0.00 | 0.25 | 0.57 | 0.91 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 56.27 | 10/1/1991 | 1.84 | 10.88 | 13.71 | 9.29 |
| Columbia Balanced A | CBLAX | 56.39 | 10/31/2002 | 1.61 | 10.61 | 13.42 | 9.02 |
| Columbia Balanced C | CBLCX | 56.02 | 10/10/2003 | 0.95 | 9.79 | 12.58 | 8.21 |
| Columbia Balanced R | CBLRX | 56.09 | 9/27/2010 | 1.39 | 10.34 | 13.14 | 8.75 |
| Columbia Balanced R5 | CLREX | 56.01 | 3/7/2011 | 1.87 | 10.92 | 13.74 | 9.33 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced A | CBLAX | 2000 | 0 | 1000 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |