CLREX

Mutual Fund ticker: NASDAQ

PRICE

CHANGE

NET ASSETS

Columbia Balanced Inst2 (CLREX) Ownership - Who owns Columbia Balanced Inst2?

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

CLREX

Net Assets

8.92B

Fund Existence

about 14 years

Turnover

200.00

Total Expense Ratio

0.65

Front Load

N/A

Manager

N/A

Manager Tenure

N/A

Min. Initial Investment

Min. Initial Investment IRA

N/A

Morningstar Category

Moderate Allocation

Administrative Fee

N/A

Annual Report Gross Expense Ratio

0.65

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

479M

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

-5.591

Annual Yield % from dividends

2.11

Returns for 1 year

-1.18

Returns for 3 years

9.82

Returns for 5 years

26.06

Returns for 10 years

43.08

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General Information

Category ModerateAllocation

Profile

Fundamentals

Details