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Morningstar

Columbia Balanced Inst CBALX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 52.45  /  +0.79 %
  • Total Assets 9.3 Bil
  • Adj. Expense Ratio
    0.680%
  • Expense Ratio 0.680%
  • Distribution Fee Level Below Average
  • Share Class Type Institutional
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.92%
  • Turnover 171%

USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CBALX

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.

A disciplined offering from a skilled team.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

The portfolio managers' expertise and experience benefit Columbia Balanced, an offering distinguished by a disciplined contrarian equity sleeve and a risk-aware, securitized-heavy bond portfolio.

by Karen Zaya
Rated on Published on

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Portfolio Holdings CBALX

More CBALX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 37.8
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

9.68 1.0 Bil
Cash and Equivalents

2 Year Treasury Note Future Sept 24

9.16 964.9 Mil
Government

5 Year Treasury Note Future Sept 24

4.14 435.9 Mil
Government

Microsoft Corp

4.02 423.1 Mil
Technology

NVIDIA Corp

3.87 407.8 Mil
Technology

Apple Inc

3.85 405.8 Mil
Technology

10 Year Treasury Note Future Sept 24

3.76 396.2 Mil
Government

Federal National Mortgage Association 4%

2.70 284.0 Mil
Securitized

Amazon.com Inc

2.60 273.4 Mil
Consumer Cyclical

Federal National Mortgage Association 3%

1.87 197.3 Mil
Securitized