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.
- NAV / 1-Day Return 42.65 / 0.59 %
- Total Assets 7.5 Bil
Adj. Expense Ratio
- Expense Ratio 0.670%
- Distribution Fee Level Below Average
- Share Class Type Institutional
- Category Allocation—50% to 70% Equity
- Investment Style Large Growth
- Credit Quality / Interest Rate Sensitivity —
- Status Open
- TTM Yield 1.46%
- Turnover 121%
Morningstar’s Analysis CBALX
Will CBALX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.