Columbia Balanced Fund Institutional 2 Class (CLREX) Research
The fund's primary objective is to achieve a high total return by investing in a combination of common stocks and debt securities. It typically maintains a diversified portfolio split between equity and debt instruments. The allocation of assets, which also encompasses cash and cash equivalents, is strategically determined by an ongoing assessment of the potential risks and rewards associated with each asset class. While the fund generally targets an allocation of 35% to 65% of its net assets in both equity and debt, it commits to holding no less than 25% and no more than 75% in each of these asset classes during normal market operations.
Market snapshot
- Symbol
- CLREX
- Price
- $57.72
- Day change
- +0.87%
- Market cap
- $10.5B
- 52-week range
- 51.71-58.41
- Sector
- Financial Services
- Industry
- Asset Management
Peer companies
- Columbia Balanced Fund (CBALX)
- Columbia Balanced Fund Institutional 3 Class (CBDYX)
- 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 2 Class (CLREX) in Thesis for live fundamentals, charts, options context, and portfolio-aware Copilot follow-ups.