CBDRX – Columbia Balanced Adv Fund Stock Price | Morningstar

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NAV / 1-Day Return 49.64 / −0.52 %
Total Assets 8.8 Bil
Adj. Expense Ratio

0.680%
Expense Ratio 0.680%
Distribution Fee Level Below Average
Share Class Type No Load
Category Moderate Allocation
Investment Style Large Growth
Credit Quality / Interest Rate Sensitivity Medium/Moderate
Status Open
TTM Yield 1.90%
Turnover 171%

USD | NAV as of Apr 19, 2024 | 1-Day Return as of Apr 19, 2024, 10:13 PM GMT+0

Will CBDRX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

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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 strong team navigates changing markets with discipline.

Senior Analyst Karen Zaya

Karen Zaya

Senior Analyst

Summary

Columbia Balanced benefits from the expertise of its seasoned portfolio managers and the support of dedicated and robust firmwide resources.

by Karen Zaya

Rated on Jul 20, 2023 Published on Jul 20, 2023

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