Columbia Balanced Fund Institutional 2 Class
FundCLREXNASDAQ0.00 n/a
+0.00%(+0.00)
About
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.
Key Facts
Expense Ratio
—
Assets Under Management
—
NAV
—
Holdings
—
Inception Date
—
Asset Class
—
Issuer
—
Avg. Volume
—
Market Cap
$10.60B
Beta
0.92
52-Week Range
$51.71$57.59$58.41
52W LowCurrent52W High
Performance
1 Week
+1.04%
1 Month
−1.35%
3 Months
+9.15%
YTD
+4.82%
1 Year
+6.91%
3 Years
+28.75%
5 Years
+9.18%
Sector Exposure
Sector exposure data isn't available for this fund yet.
Top Holdings
| Symbol | Name | Weight | Market Value |
|---|---|---|---|
| — | VERUS_21-R1 | 0.00% | $0 |
| — | ALLIANT HOLDINGS INTERMEDIATE LLC | 0.00% | $0 |
| BAC | BANK OF AMERICA CORP | 0.00% | $0 |
| — | NRG ENERGY INC | 0.00% | $0 |
| — | AJAXM_21-A | 0.00% | $0 |
| — | PRPM_24-RCF2 | 0.00% | $0 |
| — | ZF NORTH AMERICA CAPITAL INC | 0.00% | $0 |
| — | W R GRACE HOLDINGS LLC | 0.00% | $0 |
| — | FNMA_25-4 | 0.00% | $0 |
| — | PROVIDENT FUNDING ASSOCIATES/PFG | 0.00% | $0 |
| — | ALPHA GENERATION LLC | 0.00% | $0 |
| — | TRANSDIGM INC | 0.00% | $0 |
| — | UMBS 30YR TBA(REG A) | 0.00% | $0 |
| — | TRANSDIGM INC | 0.00% | $0 |
| — | ACADIA HEALTHCARE CO INC | 0.00% | $0 |
| — | MCMLT_21-NMR1 | 0.00% | $0 |
| — | MDPK_18-29AR | 0.00% | $0 |
| — | LBM ACQUISITION LLC | 0.00% | $0 |
| NVDA | NVIDIA CORP | 0.00% | $0 |
| — | PRIMO WATER HOLDINGS INC | 0.00% | $0 |
| — | CARNIVAL CORP | 0.00% | $0 |
| — | VENTURE GLOBAL CALCASIEU PASS LLC | 0.00% | $0 |
| — | FIGRE_26-HE5 | 0.00% | $0 |
| — | BRAVO_23-NQM8 | 0.00% | $0 |
| — | UWM HOLDINGS LLC | 0.00% | $0 |