Skip to Content
Morningstar

Columbia Balanced Adv CBDRX Fund Analysis

Morningstar Medalist Rating
| Medalist Rating as of | See Columbia Threadneedle Investment Hub

Morningstar’s Analysis CBDRX

Will CBDRX 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 CBDRX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBDRX 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 CBDRX’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

Unlock our full analysis with Morningstar Investor