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CBALX
Mutual Fund ticker: NASDAQ
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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

Profile

Category
Moderate Allocation
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com

Details

Group
Balanced Funds
Category
Moderate Allocation
Total Expense Ratio
0.68
Min. Initial Investment
2000.00
Fund Existence
almost 34 years
Turnover
200.00
Front Load
N/A
Net Assets
9917386000.00
Manager Tenure
N/A

Fundamentals

CBALX
Net Assets
9.92B
Fund Existence
almost 34 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
9
Average Effective Duration
N/A
Average Effective Maturity
N/A
Fund of Funds
No
Fund Share Class Net Assets
3.21B
Fund Type
OpenEnd
Index Fund
No
Management Fee
0.57
Modified Duration
N/A
No Load Fund
Yes
Number of Long Holdings
1043.00
Number of Net Holdings
1046.00
Number of Short Holdings
3.00
Prospectus Acquired Expense Ratio
N/A
Weighting Top Ten Holdings
30.21%
Gain YTD
6.605
Annual Yield % from dividends
1.90
Returns for 1 year
4.53
Returns for 3 years
32.84
Returns for 5 years
32.26
Returns for 10 years
63.58
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General Information

Category ModerateAllocation

Profile
Fundamentals
Details
Category
Moderate Allocation
Address
Columbia Funds Series Trust IOne Financial CenterBoston
Phone
N/A
Web
www.columbiathreadneedleus.com