Morningstar

Columbia Balanced Fund Institutional 3 Class CBDYX

Morningstar Medalist Rating
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Medalist Rating as of See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return $58.66  /  −0.24 %
  • Fund Size $10.2B
  • Adjusted Expense Ratio 0.570%
  • Net Expense Ratio 0.580%
  • Fee Level: Distribution Low
  • Share Class Type Institutional
  • Morningstar Category Moderate Allocation
  • Equity Style Box (Funds) Large Blend
  • Fixed-Income Style Box (Funds) High/Moderate
  • Investment Status Open
  • TTM Yield 1.83%
  • Turnover Ratio 160%
NAV and 1-Day Return as of

Morningstar’s Analysis CBDYX

Will CBDYX outperform in the 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 CBDYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBDYX 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 CBDYX’s parent organization’s priorities and whether they’re in line with investors’ interests.

An experienced team delivers at this disciplined offering.

Analyst Mahi Roy

Mahi Roy

Analyst

Summary

A collaborative and well-resourced team executes Columbia Balanced.

by Mahi Roy
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CBDYX

More CBDYX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 23.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Cash Offset

6.05 635M
—

NVIDIA Corp

5.68 597M
Technology

Microsoft Corp

4.35 457M
Technology

Apple Inc

3.97 417M
Technology

Columbia Short-Term Cash

3.58 376M
Cash and Equivalents

Amazon.com Inc

2.96 310M
Consumer Cyclical

iShares Core MSCI EAFE ETF

2.76 290M
—

Broadcom Inc

2.01 211M
Technology

Alphabet Inc Class A

1.92 202M
Communication Services

Meta Platforms Inc Class A

1.80 189M
Communication Services

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