CBLAX : Columbia Balanced Fund Class A

CBLAX is a Allocation Market All-In-One with HIGH fees.

CBLAX

Columbia Balanced Fund Class A

FI Score

54 /100

Expense Ratio Rating

5 /10

Expense Rating

1 /10

Market Score

9 /10

Category Score

5 /10

Market Size

9 /10

54% FI Score
  • cblax
  • Mutual Fund
  • Allocation
  • All-In-One

Columbia Balanced Fund Class A

Expenses: 0.95% (Better than 0% of similar funds)

This is an OK choice for a All-In-One Allocation fund. See why ยป

Fund Summary

The investment seeks high total return by investing in common stocks and debt securities. Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities (which includes cash and cash equivalents) based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35% and 65% of its net assets in each asset class, and in any event will invest at least 25% and no more than 75% of its net assets in each asset class under normal circumstances.

Largest Holdings

Amount Holding
3.68% Microsoft Corp
3.47% Amazon.com Inc
3.20% Apple Inc
2.89% 10 Year Treasury Note Future June 20
2.41% Federal National Mortgage Association 4%
2.27% Berkshire Hathaway Inc Class B
1.86% Federal National Mortgage Association 3%
1.71% Johnson & Johnson
1.59% 5 Year Treasury Note Future June 20
1.58% Ultra US Treasury Bond Future June 20
1.48% Comcast Corp Class A
1.42% Federal National Mortgage Association 3.5%
1.40% JPMorgan Chase & Co
1.31% Mastercard Inc A
1.25% Medtronic PLC
1.22% Facebook Inc A
1.22% Alphabet Inc Class C
1.22% Philip Morris International Inc
1.17% Fidelity National Information Services Inc
1.15% Alphabet Inc A
1.14% Federal National Mortgage Association 2.5%
1.04% Lowe's Companies Inc
1.04% Chevron Corp
0.92% BlackRock Inc
0.92% Intel Corp

Minafi - The intersection of FI, minimalism & mindfulness.

Don't miss out on new posts, courses, interactive articles and more!

Join & Get Your First Course Free

© 2024   Adam Fortuna

Site Map
Triangle Graduation Cap Angle Down Book regular Phone laptop regular fire regular fire regular search regular Acorn duotone Seedling duotone thumbs down duo thumbs up duo