Morningstar

Columbia Balanced Fund Institutional Class CBALX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 57.54  /  −0.69 %
  • Total Assets 10.3B
  • Adj. Expense Ratio
    0.660%
  • Expense Ratio 0.660%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity High/Moderate
  • Status Open
  • TTM Yield 1.78%
  • Turnover 160%

USD | NAV as of Jul 18, 2026 | 1-Day Return as of Jul 18, 2026, 12:11 AM GMT+0

Morningstar’s Analysis CBALX

Will CBALX outperform in the 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.

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 Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CBALX

More CBALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 20.7
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

NVIDIA Corp

4.99 529M
Technology

Apple Inc

3.70 393M
Technology

Columbia Short-Term Cash

3.25 345M
Cash and Equivalents

Microsoft Corp

3.17 336M
Technology

Amazon.com Inc

2.83 301M
Consumer Cyclical

iShares Core MSCI EAFE ETF

2.72 289M
—

Alphabet Inc Class A

2.01 214M
Communication Services

Broadcom Inc

1.88 200M
Technology

10 Year Treasury Note Future Sept 26

1.69 180M
Government

Alphabet Inc Class C

1.64 174M
Communication Services

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