Columbia Balanced FundCBALX
Type
Mutual fund
Peer group
Allocation
Net assets
$10.1B
Expense ratio
0.66%
1-year return
+12.5%
3 years, a year
+14.4%
5 years, a year
+7.7%
Holdings
998
What it aims to do.
Columbia Balanced Fund (the Fund) seeks high total return by investing in common stocks and debt securities.
Top 10 holdings.
| Holding | % of fund |
|---|---|
| NVDA NVIDIA Corp | 4.81% |
| AAPL Apple Inc | 3.72% |
| MSFT Microsoft Corp | 3.65% |
| Columbia Short Term Cash Fund | 3.48% |
| iShares Core MSCI EAFE ETF | 2.92% |
| AMZN Amazon.com Inc | 2.69% |
| GOOGL Alphabet Inc | 1.94% |
| LLY Eli Lilly & Co | 1.63% |
| AVGO Broadcom Inc | 1.61% |
| GOOG Alphabet Inc | 1.59% |
More on CBALX.
- CBALX overview
- CBALX holdings
- CBALX risk
- CBALX costs
- CBALX money in and out
- CBALX share classes
- Compare CBALX with other funds
Returns after fees, from the fund's SEC filings up to Aug 2026. Past returns are not a promise. Not financial advice.