CBALX – Fund Analysis – Columbia Balanced Inst | Morningstar

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Will CBALX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBALX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar

The People Pillar is our evaluation of the CBALX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
Parent Pillar

The Parent Pillar is our rating of CBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.

A strong team navigates changing markets with discipline.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Columbia Balanced benefits from the expertise of its seasoned portfolio managers and the support of dedicated and robust firmwide resources.

by Karen Zaya

Rated on Jul 20, 2023 Published on Jul 20, 2023

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