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Columbia Balanced R CBLRX

Analyst rating as of
NAV / 1-Day Return
45.89  /  1.35 %
Total Assets
8.1 Bil
Adj. Expense Ratio
1.180%
Expense Ratio
1.180%
Fee Level
Average
Longest Manager Tenure
24.61 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.44%
Turnover
124%

Morningstar’s Fund Analysis CBLRX

Will CBLRX outperform in future?

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

An experienced team implements this disciplined offering.

Analyst

Summary

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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.

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