About CBDYX
Columbia Balanced Fund Institutional 3 Class is a mutual fund designed to offer a blend of income and capital appreciation by allocating assets across multiple classes, primarily U.S. stocks and bonds. The fund targets a 'moderate allocation' strategy, meaning it balances its investments between equities and fixed income, aiming for a volatility profile that is typically associated with a 50–70% equity exposure. Managed by an experienced team, it utilizes a disciplined approach, including a contrarian equity sleeve and a risk-aware, securitized-heavy bond portfolio. The fund’s portfolio features household names in technology such as Microsoft, NVIDIA, and Apple, alongside significant positions in U.S. Treasury futures and mortgage-backed securities, providing both growth potential and income generation. With institutional share class characteristics, it is tailored toward organizations and high-net-worth individuals, offering a relatively low expense ratio and a minimum investment threshold suitable for larger investors. Columbia Balanced Fund Institutional 3 Class plays a significant role in the market by serving investors seeking a diversified core holding that balances risk and reward over the long term.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CBDYX
Share Class Institutional 3 Class
Index 60% S&P 500/40% Bloomberg US Aggregate TR
CBDYX had a total return of 12.28% in the past year, including dividends. Since the fund's
inception, the average annual return has been 9.72%.
