Columbia Balanced Fund Advisor Class
CBDRX · NMFQS55.42
55.42
USD0.000.01%Sector weight
Sector
Equity %
Category Average
Technology
32.31%
25.57%
Financial Services
13.29%
14.50%
Communication Services
11.94%
7.82%
Healthcare
11.19%
13.00%
Consumer Cyclical
8.64%
10.05%
Industrials
8.20%
10.18%
Consumer Defensive
5.23%
5.56%
Energy
3.30%
4.22%
Basic Materials
2.38%
3.41%
Utilities
2.22%
3.03%
Government
2.22%
32.51%
Municipal
2.22%
0.24%
Corporate
2.22%
27.98%
Securitized
2.22%
25.49%
Cash and Equivalents
2.22%
13.15%
Derivative
2.22%
0.63%
Real Estate
1.29%
2.67%
World Regions
Region
Equity %
Category Average
North America
81.90%
85.05%
Europe Developed
7.10%
6.57%
Japan
3.63%
2.06%
United Kingdom
2.14%
2.40%
Asia Emerging
1.69%
1.20%
Asia Developed
1.44%
1.62%
Australasia
1.13%
0.46%
Africa/Middle East
0.46%
0.23%
Latin America
0.40%
0.37%
Europe Emerging
0.10%
0.04%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
308.89K USD
186.74K USD
160.23K USD
Giant
24.57%
26.85%
25.88%
Large
19.97%
15.46%
18.91%
Medium
9.40%
11.66%
11.78%
Small
0.39%
2.72%
3.26%
Micro
0.00%
0.45%
0.11%
Valuation and Growth
Growth Rates
CBDRX.US
Category Average
Price/Prospective Earnings
21.11%
18.79%
Price/Cash Flow
15.37%
12.98%
Price/Book
4.45%
3.18%
Price/Sales
3.23%
2.15%
Dividend Yield
1.31%
1.75%
Valuation Rates
CBDRX.US
Category Average
Long-Term Earnings
12.31%
11.16%
Cash-Flow Growth
9.15%
7.80%
Sales Growth
8.28%
6.74%
Book-Value Growth
7.13%
3.12%
Historical Earnings
7.07%
9.03%
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