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Columbia Balanced Inst2 CLREX

Analyst rating as of
NAV / 1-Day Return
43.47  /  0.00
Total Assets
7.6 Bil
Adj. Expense Ratio
0.640%
Expense Ratio
0.640%
Fee Level
Below Average
Longest Manager Tenure
24.91 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Blend
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
1.12%
Turnover
121%

Morningstar’s Fund Analysis CLREX

Will CLREX 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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