Skip to Content

Columbia Balanced C CBLCX

Analyst rating as of
NAV / 1-Day Return
50.35  /  0.02 %
Total Assets
9.3 Bil
Adj. Expense Ratio
1.680%
Expense Ratio
1.680%
Fee Level
Average
Longest Manager Tenure
24.05 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
0.00%
Turnover
124%
Premium

Morningstar’s Analysis

Will CBLCX outperform in future?

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

This fund’s equity sleeve continues to shine as the bond team continues to stabilize.

Analyst

Summary

| |

A distinguished equity sleeve and a stabilizing fixed-income team merit a Morningstar Analyst Rating of Bronze for the cheapest share classes of Columbia Balanced and Neutral for the pricier ones.

Unlock our full analysis with Morningstar Premium