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Columbia Balanced Fund Class R

Columbia Balanced Fund Class R

CBLRX Β· NMFQS
CBLRX Β· NMFQS
50.06
USD-0.39-0.77%
Columbia Balanced Fund Class R
CBLRX
50.06
USD-0.39-0.77%

Sector weight

Sector
Equity %
Category Average
Technology
32.60%
26.32%
Financial Services
13.60%
15.36%
Communication Services
13.34%
8.32%
Healthcare
11.53%
11.62%
Consumer Cyclical
11.43%
10.77%
Industrials
7.04%
10.01%
Consumer Defensive
4.06%
5.23%
Energy
2.77%
3.95%
Utilities
2.05%
2.91%
Government
2.05%
31.34%
Municipal
2.05%
0.23%
Corporate
2.05%
28.31%
Securitized
2.05%
25.83%
Cash and Equivalents
2.05%
13.69%
Derivative
2.05%
0.61%
Real Estate
1.13%
2.46%
Basic Materials
0.46%
3.05%

World Regions

Region
Equity %
Category Average
North America
80.76%
85.98%
Europe Developed
7.70%
5.98%
Japan
3.82%
2.07%
United Kingdom
2.28%
2.25%
Asia Emerging
1.77%
1.10%
Asia Developed
1.50%
1.58%
Australasia
1.13%
0.46%
Africa/Middle East
0.51%
0.24%
Latin America
0.41%
0.30%
Europe Emerging
0.12%
0.04%

Market Capitalization

Size
Portfolio
Category Average
Benchmark
AverageMarketCap
333.99K USD
207.3K USD
164.33K USD
Giant
25.01%
27.09%
25.39%
Large
20.94%
14.72%
18.71%
Medium
11.63%
11.95%
11.68%
Small
0.33%
2.81%
3.40%
Micro
0.00%
0.46%
0.09%

Valuation and Growth

Growth Rates
CBLRX.US
Category Average
Price/Prospective Earnings
22.52%
20.14%
Price/Cash Flow
15.97%
13.43%
Price/Book
4.72%
3.44%
Price/Sales
3.33%
2.31%
Dividend Yield
1.19%
1.71%
Valuation Rates
CBLRX.US
Category Average
Historical Earnings
10.68%
7.15%
Long-Term Earnings
9.57%
10.06%
Cash-Flow Growth
8.75%
5.33%
Book-Value Growth
8.34%
8.00%
Sales Growth
6.00%
7.13%

FAQs

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