Columbia Balanced Fund Quote
| CBALX Fund | USD 51.93 0.02 0.04% |
PerformanceWeak
| Odds Of DistressLow
|
Columbia Balanced is trading at 51.93 as of the 1st of June 2025; that is 0.04% down since the beginning of the trading day. The fund's open price was 51.95. Columbia Balanced has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 3rd of March 2025 and ending today, the 1st of June 2025. 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
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Columbia Mutual Fund Highlights
| Fund Concentration | Columbia Funds, Large Blend Funds, Allocation--50% to 70% Equity Funds, Allocation--50% to 70% Equity, Columbia (View all Sectors) |
| Update Date | 31st of March 2025 |
Columbia Balanced Fund [CBALX] is traded in USA and was established 1st of June 2025. Columbia Balanced is listed under Columbia category by Fama And French industry classification. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia family. This fund currently has accumulated 7.23 B in assets under management (AUM) with no minimum investment requirementsColumbia Balanced is currently producing year-to-date (YTD) return of 0.44% with the current yeild of 0.02%, while the total return for the last 3 years was 10.09%.
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 | |
| C | Citigroup | Stock | Financials | |
| HON | Honeywell International | Stock | Industrials | |
| 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 | 0.788 | |||
| Semi Deviation | 1.25 | |||
| Standard Deviation | 1.2 | |||
| Variance | 1.45 |
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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