CBALX
Columbia Balanced Fund Class I
$56.94
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
- Previous Close
- $56.94
- Sub-Category
- Asset Allocation
- Total Liabilities
- $230.00M
- Last Dividend Ex-Date
- Sep 17, 2026
- Expense Ratio
- 0.66%
- Holding Count
- 990
- Brand
- Columbia Funds Series Trust I
- Dividend Yield
- (6.27%)
- Category
- Balanced
- Total Assets
- 10.66B
- Shares Outstanding
- N/A
- 52-Week Range
- $51.66 - $59.36
CBALX Mutual Fund News
Top 10 Holdings
| Name | Weight % |
|---|---|
| NVDANvidia Corporation | 5.53% |
| MSFTMicrosoft | 4.33% |
| AAPLApple Inc | 3.80% |
| USD_CASHCOLUMBIA SHORT TERM CASH FUND | 3.30% |
| AMZNAmazon.Com, Inc. | 3.10% |
| IEFAiShares Core MSCI EAFE ETF | 2.88% |
| AVGOBroadcom Inc. | 2.02% |
| GOOGLAlphabet Inc. Class A | 1.91% |
| GOOGAlphabet Inc. Class C | 1.55% |
| MUMicron Technology | 1.50% |
| Total | 29.92% |
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