Columbia Balanced Fund (CBALX) Research

This fund primarily allocates its capital to a blend of stocks and bonds. Its investment strategy involves distributing assets across equity and fixed income instruments (which encompass cash and cash equivalents) by carefully assessing the relative risks and potential returns of each category. Typically, the fund aims to hold between 35% and 65% of its net assets in each of these two main asset classes. Under ordinary market conditions, the allocation to either equities or fixed income will not fall below 25% or exceed 75% of its total net assets.

Market snapshot

Symbol
CBALX
Price
$57.66
Day change
+0.86%
Market cap
$10.5B
52-week range
51.66-58.35
Sector
Financial Services
Industry
Asset Management

Peer companies

  • Fidelity Asset Manager 50% Fund (FFTMX)
  • GMO Quality Fund (GQETX)
  • Hartford Core Equity Fund (HGITX)
  • BlackRock LifePath Index 2045 Fund (LIHKX)
  • BlackRock LifePath Index 2050 Fund (LIPIX)
  • MFS Mid Cap Value Fund (MCVIX)
  • Principal LargeCap S&P 500 Index Fund (PLFMX)
  • T. Rowe Price Small-Cap Value Fund (PRSVX)

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