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Columbia Balanced Inst2 CLREX

Analyst rating as of
NAV / 1-Day Return
54.04  /  0.02 %
Total Assets
9.2 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Below Average
Longest Manager Tenure
23.80 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
0.90%
Turnover
140%
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Morningstar’s Analysis

Will CLREX 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

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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.

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