About CBALX
Columbia Balanced Fund Institutional Class is a mutual fund designed to provide investors with a balance of income and capital appreciation by investing in both equity and debt securities. The fund strategically allocates its assets between stocks and bonds, typically holding between 35% and 65% in each asset class, but always maintaining at least 25% in either equities or fixed income under normal conditions. Its portfolio features a mix of large-cap equities—such as prominent holdings in technology giants like Microsoft, Apple, and NVIDIA—alongside significant allocations to U.S. Treasury futures and securitized debt instruments. With more than 1,000 holdings, the fund achieves broad diversification across sectors and asset types, aiming to capture growth potential while managing risk. The fund is categorized as a moderate allocation strategy and is suited for investors seeking a combination of income and long-term growth. Since its inception in 1996, Columbia Balanced Fund Institutional Class has become a notable player in the balanced fund category, reflected in its substantial asset base and performance ratings, offering quarterly dividend payouts and a risk profile in line with its blended approach.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CBALX
Share Class Institutional Class
Index 60% S&P 500/40% Bloomberg US Aggregate TR
CBALX had a total return of 9.64% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.20%.
