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Columbia Balanced Fund Class I2: (MF: CLREX)
(NASDAQ Mutual Funds) As of Sep 13, 2024 08:00 PM ET
$54.19 USD
+0.19 (0.35%)
Zacks MF Rank
1-Strong Buy of 5 1
Fund Description
NA
Load Information
| Ticker | Max Load % |
Deferred Load % |
Red. Fee % |
12B-1 Fee % |
Mgmt Fee % |
Expense Ratio % |
|
|---|---|---|---|---|---|---|---|
| Columbia Balanced Inst2 | CLREX | NA | NA | 0.00 | 0.00 | 0.57 | 0.64 |
Return Data
| Ticker | Nav | Inception Date | % yield | 1 year return | 2 year return | 3 year return | |
|---|---|---|---|---|---|---|---|
| Columbia Balanced Z | CBALX | 53.95 | 10/1/1991 | 1.86 | 20.25 | 5.13 | 10.65 |
| Columbia Balanced A | CBLAX | 53.88 | 10/31/2002 | 1.63 | 19.93 | 4.87 | 10.37 |
| Columbia Balanced C | CBLCX | 53.73 | 10/10/2003 | 0.98 | 19.03 | 4.08 | 9.54 |
| Columbia Balanced R | CBLRX | 54.06 | 9/27/2010 | 1.41 | 19.63 | 4.61 | 10.10 |
| Columbia Balanced R5 | CLREX | 54.19 | 3/7/2011 | 1.89 | 20.27 | 5.17 | 10.68 |
Investment Information
| Ticker | Minimum Initial Investment ($) | 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 |