Columbia Balanced Fund Institutional 3 Class

Frequently Asked Questions About CBDYX

What does CBDYX invest in?

This fund aims to achieve substantial overall returns by strategically investing in both common stocks (equities) and debt instruments. Under typical market conditions, its portfolio maintains a diversified allocation across these two asset classes. The exact weighting of assets, which includes cash and cash equivalents as part of the debt component, is determined by an ongoing assessment of the relative risks and potential rewards offered by each category. While the fund generally targets an investment range of 35% to 65% of its net assets in each asset class, it is mandated to hold a minimum of 25% and a maximum of 75% of its net assets in both equities and debt securities under normal circumstances.

What is the expense ratio of CBDYX?

Columbia Balanced Fund Institutional 3 Class (CBDYX) charges an expense ratio of 0.57%. This is the annual fee deducted from fund assets to cover management and operations.

How big is CBDYX?

Columbia Balanced Fund Institutional 3 Class (CBDYX) manages $10.26B in total assets. AUM determines bid-ask liquidity and the fund's vulnerability to closure. Funds below ~$50M are at higher risk of liquidation.

Is CBDYX actively managed or an index fund?

CBDYX's management style is described in the fund's prospectus. See the description on the Summary tab for the published strategy.

When was CBDYX launched?

Columbia Balanced Fund Institutional 3 Class (CBDYX) launched in November 2012 and is managed by Columbia Threadneedle.

How has CBDYX performed?

CBDYX's total return (price change plus reinvested distributions) is charted at the top of this page. Switch the price chart to Total Return and pick a 1-year, 3-year, 5-year, or 10-year window to read the compound annual growth rate (CAGR) over each horizon.