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Morningstar

Columbia Balanced C CBLCX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 49.15  /  −0.24 %
  • Total Assets 8.8 Bil
  • Adj. Expense Ratio
    1.680%
  • Expense Ratio 1.680%
  • Distribution Fee Level Average
  • Share Class Type Level Load
  • Category Moderate Allocation
  • Investment Style Large Growth
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 1.03%
  • Turnover 171%

USD | NAV as of Apr 18, 2024 | 1-Day Return as of Apr 18, 2024, 10:12 PM GMT+0

Morningstar’s Analysis CBLCX

Will CBLCX 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 CBLCX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBLCX 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 CBLCX’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 Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CBLCX

More CBLCX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 27.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

10.07 1.0 Bil
Cash and Equivalents

Microsoft Corp

4.05 412.4 Mil
Technology

2 Year Treasury Note Future June 24

3.33 338.8 Mil
Government

Apple Inc

3.33 338.6 Mil
Technology

10 Year Treasury Note Future June 24

3.17 323.1 Mil
Government

NVIDIA Corp

3.16 321.9 Mil
Technology

Amazon.com Inc

2.60 264.6 Mil
Consumer Cyclical

Federal National Mortgage Association 4%

2.40 244.7 Mil
Securitized

Federal National Mortgage Association 3%

1.96 199.5 Mil
Securitized

Meta Platforms Inc Class A

1.92 195.1 Mil
Communication Services