CBLRX Mutual Fund

CBLRX Mutual Fund (Columbia Balanced Fund Class R) is managed by Columbia Threadneedle Investments with $170.8M in net assets. CBLRX expense ratio is 1.16%, holding 755 positions across sectors including Information Technology, Financials, Health Care. Inception date: 2010-09-27.

CBLRX performance shows a YTD return of 6.07%. The 1-year return is 8.21% and the 5-year return is 7.16%. CBLRX dividend yield stands at 1.36%, paid quarterly.

CBLRX top holdings include Nvidia Corp (5.5%), Microsoft Corp (4.3%), Apple, Inc (3.8%), Columbia Short Term Cash Fund (3.3%), Amazon.Com Inc Sr Unsecured 07/56 6.1 (3.1%). Go to all CBLRX holdings, CBLRX sectors, or CBLRX dividends.

CBLRX can be compared against other funds. Use CBLRX overlap to find shared positions, or CBLRX vs another fund for a side-by-side view. CBLRX alternatives are available via the screener, along with tax-loss harvesting opportunities.