Columbia Balanced Fund Class A
CBLAX · NMFQS50.98
50.98
USD-0.06-0.12%Sector weight
Sector
Equity %
Category Average
Technology
33.05%
25.67%
Financial Services
13.91%
14.79%
Communication Services
11.94%
7.91%
Healthcare
10.34%
12.64%
Consumer Cyclical
10.29%
10.10%
Industrials
7.67%
10.18%
Consumer Defensive
5.22%
5.48%
Energy
3.34%
4.23%
Utilities
2.17%
3.03%
Government
2.17%
31.60%
Municipal
2.17%
0.25%
Corporate
2.17%
28.38%
Securitized
2.17%
25.45%
Cash and Equivalents
2.17%
13.53%
Derivative
2.17%
0.79%
Real Estate
1.35%
2.63%
Basic Materials
0.72%
3.32%
World Regions
Region
Equity %
Category Average
North America
81.21%
85.33%
Europe Developed
7.17%
6.37%
Japan
3.92%
2.04%
United Kingdom
2.22%
2.37%
Asia Emerging
1.82%
1.17%
Asia Developed
1.49%
1.61%
Australasia
1.18%
0.48%
Africa/Middle East
0.51%
0.23%
Latin America
0.37%
0.36%
Europe Emerging
0.11%
0.04%
Market Capitalization
Size
Portfolio
Category Average
Benchmark
AverageMarketCap
327.83K USD
198.19K USD
169.5K USD
Giant
24.76%
27.06%
25.55%
Large
21.17%
15.16%
18.86%
Medium
9.98%
11.96%
11.72%
Small
0.32%
2.60%
3.33%
Micro
0.00%
0.53%
0.04%
Valuation and Growth
Growth Rates
CBLAX.US
Category Average
Price/Prospective Earnings
22.30%
19.81%
Price/Cash Flow
16.07%
13.42%
Price/Book
4.77%
3.35%
Price/Sales
3.31%
2.32%
Dividend Yield
1.22%
1.75%
Valuation Rates
CBLAX.US
Category Average
Cash-Flow Growth
11.52%
9.49%
Long-Term Earnings
11.08%
10.70%
Historical Earnings
9.49%
8.97%
Sales Growth
8.81%
6.73%
Book-Value Growth
8.23%
2.81%
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