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Columbia Balanced Fund Class I: (MF: CBALX)
(NASDAQ Mutual Funds) As of Aug 6, 2024 08:00 PM ET
$51.49 USD
+0.16 (0.31%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
The fund was incepted in October1991 is managed by Columbia Management Advisors, Inc. ('CMA'). The fund seeks high total return. The fund invests 35% to 65% of its total net assets in stocks and 35% to 65% of its assets in debt securities. The fund's stocks are primarily those of large-cap, well-established companies. The fund's debt securities have intermediate- to long-term maturities and they are primarily rated investment-grade by a securities rating agency, or their unrated equivalents. The fund declares and pays its dividends quarterly. Capital gains, if any, are distributed annually.
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced Inst | CBALX | NA | NA | 0.00 | 0.00 | 0.57 | 0.68 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 51.49 | 10/1/1991 | 0.93 | 17.92 | 5.13 | 10.19 |
| Columbia Balanced A | CBLAX | 53.70 | 10/31/2002 | 0.79 | 17.65 | 4.87 | 9.92 |
| Columbia Balanced C | CBLCX | 53.43 | 10/10/2003 | 0.46 | 16.76 | 4.09 | 9.09 |
| Columbia Balanced R5 | CLREX | 53.25 | 3/7/2011 | 0.96 | 17.97 | 5.17 | 10.23 |
| Columbia Balanced R | CBLRX | 53.71 | 9/27/2010 | 0.68 | 17.34 | 4.61 | 9.64 |
Investment Information
| Ticker | Minimum Initial Investment ($) | Minimum Subsequent Investment ($) | Minimum Initial IRA ($) | Dividend Frequency | |
|---|---|---|---|---|---|
| Columbia Balanced Inst | CBALX | 0 | 0 | 0 | Q |
Contact Information
| Family | Columbia |
| Address | P. O. Box 219104 Kansas City, MO 64121-9104 |
| Phone | 800 345-6611 |