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Columbia Balanced Fund Class R: (MF: CBLRX)
(NASDAQ Mutual Funds) As of May 2, 2025 08:00 PM ET
$50.62 USD
+0.27 (0.54%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced R | CBLRX | NA | NA | 0.00 | 0.50 | 0.57 | 1.17 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 48.73 | 10/1/1991 | 2.08 | 6.08 | 5.94 | 11.96 |
| Columbia Balanced A | CBLAX | 48.50 | 10/31/2002 | 1.82 | 5.82 | 5.67 | 11.68 |
| Columbia Balanced C | CBLCX | 48.24 | 10/10/2003 | 1.09 | 5.03 | 4.88 | 10.84 |
| Columbia Balanced R | CBLRX | 50.62 | 9/27/2010 | 1.58 | 5.54 | 5.41 | 11.40 |
| Columbia Balanced R5 | CLREX | 48.40 | 3/7/2011 | 2.11 | 6.11 | 5.97 | 12.00 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |