Columbia Balanced Fund Institutional 3 Class (CBDYX) Research
This fund aims to achieve substantial overall returns by strategically investing in both common stocks (equities) and debt instruments. Under typical market conditions, its portfolio maintains a diversified allocation across these two asset classes. The exact weighting of assets, which includes cash and cash equivalents as part of the debt component, is determined by an ongoing assessment of the relative risks and potential rewards offered by each category. While the fund generally targets an investment range of 35% to 65% of its net assets in each asset class, it is mandated to hold a minimum of 25% and a maximum of 75% of its net assets in both equities and debt securities under normal circumstances.
Market snapshot
- Symbol
- CBDYX
- Price
- $58.52
- Day change
- +0.86%
- Market cap
- $10.5B
- 52-week range
- 52.43-59.23
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Balanced Fund (CBALX)
- Columbia Balanced Fund Institutional 2 Class (CLREX)
- MFS International Growth I (MQGIX)
- MFS Mid Cap Value Fund - Class A (MVCAX)
- MFS Mid Cap Value Fund Class R6 (MVCKX)
- T. Rowe Price Small-Cap Value Fund I Class (PRVIX)
- Schwab Fundamental US Lg Company Index Fund Insti Shs (SFLNX)
- Nuveen Lifecycle Index 2035 R6 (TLYIX)
Open Columbia Balanced Fund Institutional 3 Class (CBDYX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.