Columbia Balanced Fund Institutional Class
CBALX
NASDAQ
| Weiss Ratings | CBALX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CBALX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Guy W. Pope (28), Ronald Stahl (21), Gregory S. Liechty (15), 1 other | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CBALX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Balanced Fund Institutional Class | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Oct 01, 1991 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBALX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.78% | |||
| Dividend | CBALX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.98% | |||
| Asset Allocation | CBALX-NASDAQ | Click to Compare |
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| Cash | 9.76% | |||
| Stock | 62.96% | |||
| U.S. Stock | 59.01% | |||
| Non-U.S. Stock | 3.95% | |||
| Bond | 27.28% | |||
| U.S. Bond | 25.04% | |||
| Non-U.S. Bond | 2.24% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CBALX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -1.06% | |||
| 30-Day Total Return | -0.61% | |||
| 60-Day Total Return | -1.42% | |||
| 90-Day Total Return | -1.84% | |||
| Year to Date Total Return | 6.61% | |||
| 1-Year Total Return | 7.37% | |||
| 2-Year Total Return | 23.73% | |||
| 3-Year Total Return | 51.86% | |||
| 5-Year Total Return | 42.41% | |||
| Price | CBALX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CBALX-NASDAQ | Click to Compare |
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| Nav | $57.71 | |||
| 1-Month Low NAV | $57.57 | |||
| 1-Month High NAV | $58.59 | |||
| 52-Week Low NAV | $51.66 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $59.36 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CBALX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 8.83 | |||
| Balance Sheet | CBALX-NASDAQ | Click to Compare |
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| Total Assets | 10.15B | |||
| Operating Ratios | CBALX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.66% | |||
| Turnover Ratio | 160.00% | |||
| Performance | CBALX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.48% | |||
| Last Bear Market Total Return | -12.15% | |||