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.
Columbia Balanced A CBLAX Fund Analysis
Morningstar’s Fund Analysis CBLAX
Will CBLAX 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 CBLAX’s performance objective and investment process is for both security selection and portfolio construction.
People Pillar
The People Pillar is our evaluation of the CBLAX 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 CBLAX’s parent organization’s priorities and whether they’re in line with investors’ interests.
An experienced team implements this disciplined offering.
