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Columbia Balanced Fund Class A

Columbia Balanced Fund Class A

CBLAX · NMFQS
CBLAX · NMFQS
54.17
USD-0.19-0.35%
Columbia Balanced Fund Class A
CBLAX
54.17
USD-0.19-0.35%

Sector weight

Sector
Equity %
Category Average
Technology
34.06%
25.26%
Financial Services
15.14%
16.33%
Communication Services
12.47%
8.32%
Healthcare
10.58%
12.40%
Industrials
8.58%
10.01%
Consumer Cyclical
8.58%
10.10%
Consumer Defensive
3.18%
5.76%
Energy
3.13%
3.83%
Utilities
1.96%
2.87%
Government
1.96%
31.47%
Municipal
1.96%
0.20%
Corporate
1.96%
27.29%
Securitized
1.96%
26.08%
Cash and Equivalents
1.96%
14.46%
Derivative
1.96%
0.51%
Real Estate
1.31%
2.10%
Basic Materials
1.01%
3.02%

World Regions

Region
Equity %
Category Average
North America
81.66%
86.54%
Europe Developed
7.22%
6.09%
Japan
3.61%
2.02%
United Kingdom
2.08%
2.17%
Asia Emerging
1.75%
0.90%
Asia Developed
1.55%
1.31%
Australasia
1.08%
0.44%
Africa/Middle East
0.50%
0.21%
Latin America
0.43%
0.28%
Europe Emerging
0.12%
0.04%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
350.04K USD
205.35K USD
185.47K USD
Giant
26.74%
25.21%
26.25%
Large
22.17%
16.32%
19.23%
Medium
8.45%
11.29%
11.76%
Small
0.83%
2.68%
3.42%
Micro
0.00%
0.70%
0.04%

Valuation and Growth

Growth Rates
CBLAX.US
Category Average
Price/Prospective Earnings
22.27%
19.66%
Price/Cash Flow
14.81%
12.43%
Price/Book
4.29%
3.29%
Price/Sales
3.44%
2.21%
Dividend Yield
1.24%
1.77%
Valuation Rates
CBLAX.US
Category Average
Historical Earnings
14.01%
5.27%
Long-Term Earnings
9.43%
9.20%
Cash-Flow Growth
9.31%
7.11%
Book-Value Growth
8.05%
7.93%
Sales Growth
5.45%
7.16%

FAQs

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