CBABX Mutual Fund (Columbia Balanced Fund Class S) is managed by Columbia Threadneedle Investments with $71.2M in net assets. CBABX expense ratio is 0.66%, holding 998 positions across sectors including Other, Information Technology, Financials. Inception date: 2024-10-02.

CBABX performance shows a YTD return of 4.97%. The 1-year return is 13.97%. CBABX dividend yield stands at 6.19%, paid quarterly.

CBABX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), United States Treasury Note/Bond 3.63%03/31/2030 (3.5%), Ishares Core Msci Eafe ETF (2.9%). View all CBABX holdings, sector breakdown, or dividend history.

CBABX can be compared against other funds using the overlap calculator or side-by-side comparison tool. CBABX alternatives are available via the screener, along with tax-loss harvesting opportunities.