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Columbia Balanced Fund Class R: (MF: CBLRX)

(NASDAQ Mutual Funds) As of Oct 26, 2026 05:15 PM ET

$58.17 USD

+0.28 (0.48%)

Zacks MF Rank

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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2-Buy of 5   2      

View All Zacks Mutual Fund Rank #1's

Latest Performance as of Sep 30, 2026

Total Return %* Percentile Rank Objective
YTD 6.17 41
3 months 0.54 11
6 months 10.17 11
1 Year 8.20 44
3 Year 14.95 30
5 Year 7.70 27
10 Year 9.24 28

* Annual for three years and beyond.

Bull Market (9/02 - 10/07) NA
Bear Market (10/07 - 2/09) NA
Bull Market (2/09 - 3/21) NA

Load Adjusted Returns as of Sep 30, 2026

1 Year 8.20
5 Year 7.70
10 Year 9.24
Since Inception 9.33

Quarterly Return

1st Qtr. 2nd Qtr. 3rd Qtr. 4th Qtr.
2026 -3.63 9.57 0.55 NA
2025 -1.77 7.69 5.38 1.91
2024 6.13 3.20 4.19 -0.07
2023 6.45 6.02 -2.99 10.42
2022 -4.11 -12.26 -5.46 4.26
2021 3.64 5.83 -0.81 5.09

Annual Return

20262025202420232022202120202019201820172016
% Total Return 6.1713.6114.0420.90-17.0714.3417.3022.43-6.1413.725.89
% Total Return Rel to Index -6.57-4.61-10.97-5.341.12-14.34-1.10-9.05-1.75-8.07-6.04
% Total Return Rel to Peer 0.500.432.416.94-3.321.156.023.66-0.570.56-0.45
% Perf Quintile vs Peer* 3.003.002.001.005.003.001.001.004.003.004.00
% Dividends 0.570.820.840.660.380.170.380.520.430.330.28
% Yield 1.231.351.471.590.860.290.711.111.060.740.72
Capital Gains ($) 0.002.492.900.001.554.281.981.081.510.620.12
Expense Ratio 1.161.161.171.181.171.181.201.201.201.221.28

* 1 = Top 20%, 5 = Bottom 20%