Columbia Balanced Fund Class A
CBLAX
NASDAQ
| Weiss Ratings | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Fair | |||
| Reward Grade | C | |||
| Risk Index | Fair | |||
| Risk Grade | C+ | |||
| Company Info | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Guy W. Pope (27), Ronald Stahl (20), Gregory S. Liechty (14), 1 other | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Balanced Fund Class A | |||
| Category | Moderate Allocation | |||
| Sub-Category | Moderate Allocation | |||
| Prospectus Objective | Balanced | |||
| Inception Date | Nov 01, 2002 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | 0.06 | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 1.67% | |||
| Dividend | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.24% | |||
| Asset Allocation | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 0.36% | |||
| Stock | 58.20% | |||
| U.S. Stock | 56.48% | |||
| Non-U.S. Stock | 1.72% | |||
| Bond | 41.43% | |||
| U.S. Bond | 39.54% | |||
| Non-U.S. Bond | 1.89% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.01% | |||
| Price History | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | 1.46% | |||
| 30-Day Total Return | 4.03% | |||
| 60-Day Total Return | 7.17% | |||
| 90-Day Total Return | 10.33% | |||
| Year to Date Total Return | 6.00% | |||
| 1-Year Total Return | 9.56% | |||
| 2-Year Total Return | 30.12% | |||
| 3-Year Total Return | 43.73% | |||
| 5-Year Total Return | 61.68% | |||
| Price | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $54.04 | |||
| 1-Month Low NAV | $52.37 | |||
| 1-Month High NAV | $54.04 | |||
| 52-Week Low NAV | $46.63 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $56.12 | |||
| 52-Week High Price (Date) | Dec 06, 2024 | |||
| Beta / Standard Deviation | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.73 | |||
| Standard Deviation | 11.75 | |||
| Balance Sheet | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 9.88B | |||
| Operating Ratios | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.93% | |||
| Turnover Ratio | 200.00% | |||
| Performance | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 12.96% | |||
| Last Bear Market Total Return | -12.22% | |||