CBALX Mutual Fund (Columbia Balanced Fund Class I) is managed by Columbia Threadneedle Investments with $3.32B in net assets. CBALX expense ratio is 0.66%, holding 998 positions across sectors including Other, Information Technology, Financials. Inception date: 1991-10-01.

CBALX performance shows a YTD return of 4.95%. The 1-year return is 13.98% and the 5-year return is 7.94%. CBALX dividend yield stands at 6.19%, paid quarterly.

CBALX 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 CBALX holdings, sector breakdown, or dividend history.

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