- What are the top holdings of CBDYX?
- Columbia Balanced Fund Institutional 3 Class holds — securities in total. The largest positions and their portfolio weights are listed on the Holdings tab.
- How many holdings does CBDYX have?
- CBDYX holds — positions as reported by the fund's most recent disclosure.
- What sectors does CBDYX invest in?
- Columbia Balanced Fund Institutional 3 Class (CBDYX) allocates across the sectors shown above. The largest exposure tops the list; the rest follow in descending weight order.
- What sector is CBDYX most exposed to?
- CBDYX's full sector breakdown is on the Sectors tab. The largest sector weight is shown there along with the rest of the allocation.
- Is CBDYX a US-only fund?
- The country allocation card on this page shows CBDYX's geographic exposure. Funds with > 95% US weight are effectively US-only; international or global funds will show meaningful weights across multiple countries.
- 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.
