CBALX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Balanced Inst (CBALX) Ownership - Who owns Columbia Balanced Inst?

The investment seeks high total return by investing in common stocks and debt securities... Show more

Category: #Moderate Allocation

#MovingAverage #Momentum #MACD #Pattern #RSI #Stochastic #Aroon #Bollinger

Profile

Details

Group

Balanced Funds

Fundamentals

CBALX

Net Assets

9.15B

Fund Existence

over 33 years

Turnover

200.00

Total Expense Ratio

0.68

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

2000

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.68

Assets in Top Ten Holdings

3.47B

Average Credit Quality

Average Effective Duration

N/A

Average Effective Maturity

N/A

Fund of Funds

Fund Share Class Net Assets

2.96B

Fund Type

OpenEnd

Index Fund

Management Fee

0.57

Modified Duration

N/A

No Load Fund

Yes

Number of Long Holdings

1020.00

Number of Net Holdings

1022.00

Number of Short Holdings

2.00

Prospectus Acquired Expense Ratio

N/A

Weighting Top Ten Holdings

35.95%

Gain YTD

-4.544

Annual Yield % from dividends

2.08

Returns for 1 year

0.04

Returns for 3 years

10.26

Returns for 5 years

27.29

Returns for 10 years

44.23

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details