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Columbia Balanced Fund Class I2: (MF: CLREX)
(NASDAQ Mutual Funds) As of Jun 24, 2025 08:00 PM ET
$53.03 USD
+0.44 (0.84%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced Inst2 | CLREX | NA | NA | 0.00 | 0.00 | 0.57 | 0.63 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 52.49 | 10/1/1991 | 2.01 | 8.89 | 9.76 | 9.96 |
| Columbia Balanced A | CBLAX | 52.62 | 10/31/2002 | 1.77 | 8.61 | 9.49 | 9.68 |
| Columbia Balanced C | CBLCX | 52.28 | 10/10/2003 | 1.05 | 7.81 | 8.68 | 8.86 |
| Columbia Balanced R | CBLRX | 52.61 | 9/27/2010 | 1.53 | 8.34 | 9.22 | 9.41 |
| Columbia Balanced R5 | CLREX | 52.59 | 3/7/2011 | 2.04 | 8.91 | 9.81 | 9.99 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced Inst2 | CLREX | 0 | 0 | 0 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |