CBDYX Mutual Fund (Columbia Balanced Fund Class I3) is managed by Columbia Threadneedle Investments with $913.6M in net assets. CBDYX expense ratio is 0.57%, holding 998 positions across sectors including Other, Information Technology, Financials. Inception date: 2012-11-08.

CBDYX performance shows a YTD return of 4.97%. The 1-year return is 14.08% and the 5-year return is 8.04%. CBDYX dividend yield stands at 6.18%, paid quarterly.

CBDYX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Columbia Short Term Cash Fund (3.5%), Ishares Core Msci Eafe ETF (2.9%). View all CBDYX holdings, sector breakdown, or dividend history.

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