CBLRX Mutual Fund (Columbia Balanced Fund Class R) is managed by Columbia Threadneedle Investments with $169.7M in net assets. CBLRX expense ratio is 1.16%, holding 998 positions across sectors including Other, Information Technology, Financials. Inception date: 2010-09-27.

CBLRX performance shows a YTD return of 4.90%. The 1-year return is 13.41% and the 5-year return is 7.41%. CBLRX dividend yield stands at 5.81%, paid quarterly.

CBLRX top holdings include Nvidia Corp. (4.8%), Apple, Inc (3.7%), Microsoft Corp 4.100 Feb 06 37 (3.6%), Sold TRY Bought USD 20260421 (3.5%), Ishares Core Msci Eafe ETF (2.9%). View all CBLRX holdings, sector breakdown, or dividend history.

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