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Columbia Balanced A CBLAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 51.07  /  −0.02 %
  • Total Assets 9.1 Bil
  • Adj. Expense Ratio
    0.930%
  • Expense Ratio 0.930%
  • Distribution Fee Level Below Average
  • Share Class Type Front Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.54%
  • Turnover 171%

USD | NAV as of Mar 28, 2024 | 1-Day Return as of Mar 28, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CBLAX

Will CBLAX outperform in future?

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

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.

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Portfolio Holdings CBLAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 26.2
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

9.81 977.2 Mil
Cash and Equivalents

Microsoft Corp

4.07 405.4 Mil
Technology

10 Year Treasury Note Future June 24

3.93 392.1 Mil
Government

Apple Inc

3.52 350.3 Mil
Technology

NVIDIA Corp

2.89 287.5 Mil
Technology

Amazon.com Inc

2.60 259.3 Mil
Consumer Cyclical

Federal National Mortgage Association 4%

2.44 243.1 Mil
Securitized

Federal National Mortgage Association 3%

1.99 198.3 Mil
Securitized

Meta Platforms Inc Class A

1.98 196.9 Mil
Communication Services

iShares Core MSCI EAFE ETF

1.56 155.3 Mil