Columbia Balanced Fund Institutional 3 Class
CBDYX
NASDAQ
| Weiss Ratings | CBDYX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CBDYX-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 | CBDYX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Balanced Fund Institutional 3 Class | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 1,000,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBDYX-NASDAQ | Click to Compare |
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| Dividend Yield | 1.83% | |||
| Dividend | CBDYX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 0.98% | |||
| Asset Allocation | CBDYX-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 | CBDYX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.66% | |||
| 30-Day Total Return | 0.92% | |||
| 60-Day Total Return | -0.42% | |||
| 90-Day Total Return | 1.61% | |||
| Year to Date Total Return | 7.80% | |||
| 1-Year Total Return | 8.22% | |||
| 2-Year Total Return | 23.85% | |||
| 3-Year Total Return | 59.45% | |||
| 5-Year Total Return | 45.96% | |||
| Price | CBDYX-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 | CBDYX-NASDAQ | Click to Compare |
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| Nav | $59.19 | |||
| 1-Month Low NAV | $58.55 | |||
| 1-Month High NAV | $59.47 | |||
| 52-Week Low NAV | $52.43 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $60.25 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CBDYX-NASDAQ | Click to Compare |
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| Beta | 0.70 | |||
| Standard Deviation | 8.97 | |||
| Balance Sheet | CBDYX-NASDAQ | Click to Compare |
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| Total Assets | 10.21B | |||
| Operating Ratios | CBDYX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.57% | |||
| Turnover Ratio | 160.00% | |||
| Performance | CBDYX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 16.56% | |||
| Last Bear Market Total Return | -12.15% | |||