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Morningstar

Columbia Balanced Inst CBALX

Morningstar Analyst Rating
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%

USD | NAV as of Jan 27, 2023 | 1-Day Return as of Jan 27, 2023, 11:09 PM GMT+00:00

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.

An experienced team implements this disciplined offering.

Analyst

Summary

| by Karen Zaya

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