CBLAX Mutual Fund (Columbia Balanced Fund class A) is managed by Columbia Threadneedle Investments with $4.27B in net assets. CBLAX expense ratio is 0.91%, holding 998 positions across sectors including Other, Information Technology, Financials. Inception date: 2002-11-01.

CBLAX performance shows a YTD return of 4.94%. The 1-year return is 13.69% and the 5-year return is 7.67%. CBLAX dividend yield stands at 5.93%, paid quarterly.

CBLAX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Forward Foreign Currency Contract (3.5%), Ishares Core Msci Eafe ETF (2.9%). View all CBLAX holdings, sector breakdown, or dividend history.

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