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Columbia Balanced C CBLCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 49.29  /  0.34 %
  • Total Assets 8.7 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 0.92%
  • Turnover 171%

Morningstar’s Analysis CBLCX

Will CBLCX 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 CBLCX

  • Current Portfolio Date
  • Equity Holdings 79
  • Bond Holdings 884
  • Other Holdings 10
  • % Assets in Top 10 Holdings 27.3
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Short-Term Cash

10.68
1,040,739,996
Cash and Equivalents

10 Year Treasury Note Future Mar 24

4.27
415,614,062
Government
3.95
385,037,941
Technology

5 Year Treasury Note Future Mar 24

3.63
353,353,438
Government
2.96
288,661,051
Technology

Federal National Mortgage Association 4%

2.55
248,766,452
Securitized
2.38
232,218,280
Technology
2.34
227,655,586
Consumer Cyclical

Federal National Mortgage Association 3%

2.08
202,970,613
Securitized
1.61
156,732,893
Communication Services