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Columbia Balanced Fund Institutional Class CBALX

Medalist Rating as of Jun 3, 2026 See Columbia Threadneedle Investment Hub

Will CBALX outperform in the 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.

An experienced team delivers at this disciplined offering.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

A collaborative and well-resourced team executes Columbia Balanced.

by Mahi Roy

Rated on Jun 3, 2026 Published on Jun 3, 2026

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