About CBLRX
Columbia Balanced Fund Class R is a mutual fund designed to achieve a high total return by investing in both equity and fixed income securities. Classified as a moderate allocation or balanced fund, it seeks to provide investors with a diversified portfolio that blends growth potential from equities—primarily large-cap U.S. companies such as Microsoft, Apple, and NVIDIA—with income generation and risk mitigation through investment-grade bonds and government securities. The fund employs a disciplined investment approach, often focusing on contrarian opportunities and a securitized-heavy bond allocation to effectively manage risk and capitalize on market inefficiencies.
Notable for its broad sector exposure and over 1,000 holdings, the fund aims to reduce overall volatility while maximizing risk-adjusted returns. Its management team leverages both value and growth strategies, selectively identifying stocks that are out of favor, as well as bonds that offer attractive risk-return profiles. Since its inception in 2010, Columbia Balanced Fund Class R has played a significant role in offering investors access to balanced, actively managed portfolios as part of broader retirement and long-term investment strategies.
Fund Family Columbia Threadneedle
Category Allocation--50% to 70% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CBLRX
Share Class Class R
Index 60% S&P 500/40% Bloomberg US Aggregate TR
CBLRX had a total return of 10.60% in the past year, including dividends. Since the fund's
inception, the average annual return has been 13.61%.
