About CBLAX
Columbia Balanced Fund Class A is a mutual fund designed to provide both growth and income through a balanced allocation of equity and fixed income securities. This fund typically invests between 35% and 65% of its assets in stocks and an equal range in bonds and cash equivalents, targeting a moderate risk profile suitable for investors seeking diversification and stability. The fund’s equity holdings are often concentrated in large-cap, growth-oriented companies, such as Microsoft, NVIDIA, Apple, and Amazon, while its fixed income exposures include U.S. Treasury notes, securitized instruments, and short-term cash holdings. Managed by Columbia Threadneedle since its inception in 2002, Columbia Balanced Fund Class A plays a significant role in the moderate allocation category, offering investors broad exposure to both major asset classes. Its approach allows it to seek a high total return by dynamically adjusting asset allocations in response to market conditions, making it a core holding for investors aiming for long-term capital appreciation with income generation potential.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Average
Stock Exchange Nasdaq
Ticker Symbol CBLAX
Share Class Class A
Index 60% S&P 500/40% Bloomberg US Aggregate TR
CBLAX had a total return of 9.37% in the past year, including dividends. Since the fund's
inception, the average annual return has been 8.60%.
