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Columbia Balanced Inst2 CLREX

Analyst rating as of
NAV / 1-Day Return
52.27  /  0.76 %
Total Assets
8.8 Bil
Adj. Expense Ratio
0.660%
Expense Ratio
0.660%
Fee Level
Below Average
Longest Manager Tenure
23.36 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
1.04%
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.

A strong equity sleeve helps this fund stand out.

Summary

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A proven equity sleeve and reasonable fees earn most of the share classes of Columbia Balanced a Morningstar Analyst Rating of Bronze; its priciest shares are rated Neutral.

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