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Columbia Balanced Fund Class I (CBALX)

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.

CBALX Mutual Fund Chart & Stats

$56.94
$57$57.5$58$58.5Oct 12Oct 19Oct 26Nov 2Nov 9
Previous Close
$56.94
Sub-Category
Asset Allocation
Total Liabilities
$230.00M
Expense Ratio
0.66%
Holding Count
990
Brand
Columbia Funds Series Trust I
Category
Balanced
Total Assets
10.66B
Shares Outstanding
N/A
52-Week Range
$51.66 - $59.36