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.
Morningstar’s Fund Analysis CBLRX
Will CBLRX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBLRX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the CBLRX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of CBLRX’s parent organization’s priorities and whether they’re in line with investors’ interests.