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 (28), Ronald Stahl (21), Gregory S. Liechty (15), 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 | 1.52% | |||
| Dividend | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 1.00% | |||
| Asset Allocation | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 5.22% | |||
| Stock | 63.37% | |||
| U.S. Stock | 59.33% | |||
| Non-U.S. Stock | 4.04% | |||
| Bond | 31.41% | |||
| U.S. Bond | 29.26% | |||
| Non-U.S. Bond | 2.15% | |||
| Preferred | 0.00% | |||
| Convertible | 0.00% | |||
| Other Net | 0.00% | |||
| Price History | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.27% | |||
| 30-Day Total Return | -0.28% | |||
| 60-Day Total Return | 0.04% | |||
| 90-Day Total Return | 1.04% | |||
| Year to Date Total Return | 7.07% | |||
| 1-Year Total Return | 8.71% | |||
| 2-Year Total Return | 23.00% | |||
| 3-Year Total Return | 56.20% | |||
| 5-Year Total Return | 46.20% | |||
| 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 | $58.25 | |||
| 1-Month Low NAV | $57.87 | |||
| 1-Month High NAV | $59.12 | |||
| 52-Week Low NAV | $51.82 | |||
| 52-Week Low NAV (Date) | Mar 27, 2026 | |||
| 52-Week High NAV | $59.52 | |||
| 52-Week High Price (Date) | Aug 13, 2026 | |||
| Beta / Standard Deviation | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 0.71 | |||
| Standard Deviation | 9.35 | |||
| Balance Sheet | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 10.43B | |||
| Operating Ratios | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.91% | |||
| Turnover Ratio | 160.00% | |||
| Performance | CBLAX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 16.22% | |||
| Last Bear Market Total Return | -12.22% | |||