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Columbia Balanced Fund Class R: (MF: CBLRX)
(NASDAQ Mutual Funds) As of Dec 2, 2025 05:09 PM ET
$57.42 USD
+0.16 (0.28%)
Zacks MF Rank
3-Hold of 5 3
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced R | CBLRX | NA | NA | 0.00 | 0.50 | 0.57 | 1.16 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 57.56 | 10/1/1991 | 1.75 | 16.23 | 16.76 | 11.21 |
| Columbia Balanced A | CBLAX | 57.71 | 10/31/2002 | 1.53 | 15.93 | 16.48 | 10.94 |
| Columbia Balanced C | CBLCX | 57.36 | 10/10/2003 | 0.88 | 15.08 | 15.61 | 10.11 |
| Columbia Balanced R | CBLRX | 57.42 | 9/27/2010 | 1.42 | 15.66 | 16.20 | 10.66 |
| Columbia Balanced R5 | CLREX | 57.62 | 3/7/2011 | 1.78 | 16.26 | 16.81 | 11.25 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced R | CBLRX | 0 | 0 | 0 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |