Columbia Balanced Fund Quote
| CBLCX Fund | USD 55.14 0.27 0.49% |
Performance11 of 100
| Odds Of DistressLess than 18
|
Columbia Balanced is trading at 55.14 as of the 2nd of December 2024; that is 0.49 percent increase since the beginning of the trading day. The fund's open price was 54.87. Columbia Balanced has less than a 18 % chance of experiencing some financial distress in the next two years of operation and had a good performance during the last 90 days. Equity ratings for Columbia Balanced Fund are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 2nd of November 2024 and ending today, the 2nd of December 2024. Click here to learn more.
Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35 percent and 65 percent of its net assets in each asset class, and in any event will invest at least 25 percent and no more than 75 percent of its net assets in each asset class under normal circumstances.. More on Columbia Balanced Fund
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Threadneedle Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia Threadneedle, Large Blend, Allocation--50% to 70% Equity (View all Sectors) |
| Update Date | 30th of September 2024 |
| Expense Ratio Date | 1st of January 2023 |
| Fiscal Year End | August |
Columbia Balanced Fund [CBLCX] is traded in USA and was established 2nd of December 2024. Columbia Balanced is listed under Columbia Threadneedle category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia Threadneedle family. This fund currently has accumulated 7.9 B in assets under management (AUM) with no minimum investment requirementsColumbia Balanced is currently producing year-to-date (YTD) return of 14.31% with the current yeild of 0.01%, while the total return for the last 3 years was 4.67%.
Check Columbia Balanced Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Balanced Fund Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Balanced Fund Mutual Fund Constituents
| CVX | Chevron Corp | Stock | Energy | |
| HON | Honeywell International | Stock | Industrials | |
| PM | Philip Morris International | Stock | Consumer Staples | |
| AMZN | Amazon Inc | Stock | Consumer Discretionary | |
| RTX | Raytheon Technologies Corp | Stock | Industrials | |
| MSFT | Microsoft | Stock | Information Technology | |
| MDT | Medtronic PLC | Stock | Health Care | |
| MA | Mastercard | Stock | Financials |
Columbia Balanced Risk Profiles
| Mean Deviation | 0.3386 | |||
| Semi Deviation | 0.4007 | |||
| Standard Deviation | 0.4596 | |||
| Variance | 0.2112 |
Columbia Balanced Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Balanced financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Balanced security.
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