CBLCX Mutual Fund (Columbia Balanced Fund class C) is managed by Columbia Threadneedle Investments with $944.2M in net assets. CBLCX expense ratio is 1.66%, holding 998 positions across sectors including Other, Information Technology, Financials. Inception date: 2003-10-13.

CBLCX performance shows a YTD return of 4.87%. The 1-year return is 12.84% and the 5-year return is 8.49%. CBLCX dividend yield stands at 5.24%, paid quarterly.

CBLCX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Square 6.12 46485 2027-04-08 (3.5%), Ishares Core Msci Eafe ETF (2.9%). View all CBLCX holdings, sector breakdown, or dividend history.

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