A distinguished equity sleeve and a stabilizing fixed-income team merit a Morningstar Analyst Rating of Bronze for the cheapest share classes of Columbia Balanced and Neutral for the pricier ones.
Columbia Balanced Inst CBALX
NAV / 1-Day Return
50.48
/
0.02
%
Total Assets
9.3 Bil
Adj. Expense Ratio
Adjusted Expense Ratio excludes certain variable investment-related expenses, such as interest from borrowings and dividends on borrowed securities, allowing for more consistent cost comparisons across funds.
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
24.05
years
Category
Allocation--50% to 70% Equity
Investment Style
Large BlendCredit Quality / Interest Rate Sensitivity
Low / ModerateStatus
Open
TTM Yield
0.79%
Turnover
124%
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Morningstar’s Analysis
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
The Morningstar Analysis section contains a thorough evaluation of an investment’s merits and drawbacks and often discusses the most important or decisive factors leading to the fund’s overall rating.
Will CBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
This fund’s equity sleeve continues to shine as the bond team continues to stabilize.
