A proven equity sleeve and reasonable fees earn most of the share classes of Columbia Balanced a Morningstar Analyst Rating of Bronze; its priciest shares are rated Neutral.
Will CBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
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.
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.
The Parent Pillar is our rating of CBALX’s parent organization’s priorities and whether they’re in line with investors’ interests.