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Columbia Balanced Fund Class R: (MF: CBLRX)
(NASDAQ Mutual Funds) As of Oct 15, 2024 08:00 PM ET
$54.64 USD
-0.17 (-0.31%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced R | CBLRX | NA | NA | 0.00 | 0.50 | 0.57 | 1.18 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 54.48 | 10/1/1991 | 1.87 | 26.65 | 6.87 | 10.71 |
| Columbia Balanced A | CBLAX | 54.63 | 10/31/2002 | 1.64 | 26.32 | 6.60 | 10.43 |
| Columbia Balanced C | CBLCX | 54.34 | 10/10/2003 | 0.96 | 25.38 | 5.81 | 9.61 |
| Columbia Balanced R5 | CLREX | 54.70 | 3/7/2011 | 1.90 | 26.70 | 6.91 | 10.75 |
| Columbia Balanced R | CBLRX | 54.64 | 9/27/2010 | 1.41 | 26.03 | 6.34 | 10.16 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |