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Columbia Balanced Fund Institutional 3 Class

Columbia Balanced Fund Institutional 3 Class

CBDYX Β· NMFQS
CBDYX Β· NMFQS
53.54
USD0.210.39%
Columbia Balanced Fund Institutional 3 Class
CBDYX
53.54
USD0.210.39%

Sector weight

Sector
Equity %
Category Average
Technology
32.75%
24.70%
Financial Services
14.38%
16.41%
Healthcare
13.79%
12.62%
Communication Services
12.16%
8.19%
Consumer Cyclical
8.04%
10.09%
Industrials
7.65%
10.03%
Consumer Defensive
3.47%
5.77%
Energy
3.23%
4.06%
Utilities
2.20%
2.94%
Government
2.20%
31.86%
Municipal
2.20%
0.21%
Corporate
2.20%
27.81%
Securitized
2.20%
25.68%
Cash and Equivalents
2.20%
14.06%
Derivative
2.20%
0.38%
Real Estate
1.37%
2.14%
Basic Materials
0.96%
3.05%

World Regions

Region
Equity %
Category Average
North America
80.65%
86.47%
Europe Developed
7.73%
6.15%
Japan
3.92%
1.96%
United Kingdom
2.21%
2.21%
Asia Emerging
1.86%
0.97%
Asia Developed
1.41%
1.31%
Australasia
1.13%
0.43%
Africa/Middle East
0.51%
0.20%
Latin America
0.45%
0.26%
Europe Emerging
0.14%
0.04%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
316.79K USD
184.82K USD
154.46K USD
Giant
24.91%
25.82%
25.97%
Large
21.54%
15.34%
18.75%
Medium
8.51%
11.64%
11.73%
Small
0.49%
2.50%
3.32%
Micro
0.00%
0.71%
0.12%

Valuation and Growth

Growth Rates
CBDYX.US
Category Average
Price/Prospective Earnings
20.60%
18.40%
Price/Cash Flow
14.62%
12.07%
Price/Book
4.16%
3.12%
Price/Sales
3.26%
2.16%
Dividend Yield
1.29%
1.86%
Valuation Rates
CBDYX.US
Category Average
Historical Earnings
13.57%
4.52%
Long-Term Earnings
9.49%
10.84%
Book-Value Growth
8.26%
7.78%
Cash-Flow Growth
7.88%
5.65%
Sales Growth
5.61%
6.70%

FAQs

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