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Columbia Fds Srs Tr I, Balanced Fund Class C: (MF: CBLCX)
(NASDAQ Mutual Funds) As of Dec 2, 2025 05:09 PM ET
$57.11 USD
+0.15 (0.26%)
Zacks MF Rank
3-Hold of 5 3
Fund Description
The fund was incepted in October1991 is managed by Columbia Management Advisors, Inc. ('CMA'). The fund seeks high total return. The fund invests 35% to 65% of its total net assets in stocks and 35% to 65% of its assets in debt securities. The fund's stocks are primarily those of large-cap, well-established companies. The fund's debt securities have intermediate- to long-term maturities and they are primarily rated investment-grade by a securities rating agency, or their unrated equivalents. The fund declares and pays its dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced C | CBLCX | NA | NA | 1.00 | 1.00 | 0.57 | 1.66 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 57.56 | 10/1/1991 | 1.75 | 16.23 | 16.76 | 11.21 |
| Columbia Balanced A | CBLAX | 57.71 | 10/31/2002 | 1.53 | 15.93 | 16.48 | 10.94 |
| Columbia Balanced C | CBLCX | 57.11 | 10/10/2003 | 0.88 | 15.08 | 15.61 | 10.11 |
| Columbia Balanced R | CBLRX | 57.65 | 9/27/2010 | 1.42 | 15.66 | 16.20 | 10.66 |
| Columbia Balanced R5 | CLREX | 57.62 | 3/7/2011 | 1.78 | 16.26 | 16.81 | 11.25 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced C | CBLCX | 2000 | 0 | 1000 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |