Advertisement
Skip to Content

Columbia Balanced Inst CBALX

Analyst rating as of
  • NAV / 1-Day Return 42.75  /  0.23 %
  • Total Assets 7.5 Bil
  • Adj. Expense Ratio
    0.670%
  • Expense Ratio 0.670%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Allocation—50% to 70% Equity
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity
  • Status Open
  • TTM Yield 1.46%
  • Turnover 121%

Morningstar’s Analysis CBALX

Will CBALX outperform in future?

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

An experienced team implements this disciplined offering.

Analyst

Summary

|

A collaborative and well-resourced team executes Columbia Balanced. Most of the share classes earn a Morningstar Analyst Rating of Bronze; its priciest shares are rated Neutral.

Unlock our full analysis with Morningstar Investor