Morningstar

Columbia Balanced Fund Institutional 3 Class CBDYX

Medalist Rating as of Jun 3, 2026 See Columbia Threadneedle Investment Hub

Strategy

The investment seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

Ticker	Name	Share Class Type	Investment Status	Morningstar Rating for Funds Overall	Medalist Rating Overall	Inception Date	Total Net Assets for Share Class	Adjusted Expense Ratio	Fee Level Distribution	Minimum Initial Investment	1-Year Net Flow
CBABX	Columbia Balanced Fund Class S	No Load	Open			Oct 2, 2024	$70.50M	0.660%	Average	$0	−$8.48M
CBALX	Columbia Balanced Fund Institutional Class	Institutional	Open			Oct 1, 1991	$3.28B	0.660%	Below Average	$2,000	−$277.25M
CLREX	Columbia Balanced Fund Institutional 2 Class	Institutional	Open			Mar 7, 2011	$578.93M	0.620%	Below Average	$0	−$16.00M
CBDYX	Columbia Balanced Fund Institutional 3 Class	Institutional	Open			Nov 8, 2012	$912.17M	0.570%	Low	$1M	−$67.80M
CBLAX	Columbia Balanced Fund Class A	Front Load	Open			Nov 1, 2002	$4.24B	0.910%	Below Average	$2,000	−$268.63M
CBLCX	Columbia Balanced Fund Class C	Level Load	Open			Oct 13, 2003	$929.44M	1.660%	Average	$2,000	−$108.07M
CBLRX	Columbia Balanced Fund Class R	Retirement, Medium	Open			Sep 27, 2010	$167.93M	1.160%	Average	$0	−$7.14M

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