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CBDYX
Mutual Fund ticker: NASDAQ
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CHANGE
NET ASSETS

Columbia Balanced Inst3 (CBDYX) Ownership - Who owns Columbia Balanced Inst3?

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
0.60
Min. Initial Investment
1000000.00
Fund Existence
over 12 years
Turnover
200.00
Front Load
N/A
Net Assets
9401825000.00
Manager Tenure
N/A

Fundamentals

CBDYX
Net Assets
9.4B
Fund Existence
over 12 years
Turnover
200.00
Total Expense Ratio
0.60
Front Load
N/A
Manager
N/A
Manager Tenure
N/A
Min. Initial Investment
1000000
Min. Initial Investment IRA
N/A
Morningstar Category
Moderate Allocation
Administrative Fee
N/A
Annual Report Gross Expense Ratio
0.60
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
827M
Fund Type
OpenEnd
Index Fund
No
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
-1.290
Annual Yield % from dividends
2.13
Returns for 1 year
1.80
Returns for 3 years
9.15
Returns for 5 years
44.99
Returns for 10 years
52.98
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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