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Columbia Balanced Inst CBALX

Analyst rating as of
NAV / 1-Day Return
43.64  /  1.84 %
Total Assets
7.7 Bil
Adj. Expense Ratio
0.680%
Expense Ratio
0.680%
Fee Level
Below Average
Longest Manager Tenure
24.48 years
Category
Allocation--50% to 70% Equity
Investment Style
Large Growth
Credit Quality / Interest Rate Sensitivity
Status
Open
TTM Yield
0.92%
Turnover
124%

Morningstar’s Analysis

Will CBALX 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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