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Columbia Balanced Fund Class A (CBLAX)

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54.95 -0.00    0.00%
13/11 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 4.01B
Type:  Fund
Market:  United States
Issuer:  Columbia
Asset Class:  Equity
Columbia Balanced A 54.95 -0.00 0.00%

CBLAX Holdings

 
Comprehensive information about top holdings and Key Holding Information for the Columbia Balanced A (CBLAX) fund. Our Columbia Balanced A portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Shares 54.25 54.25 0.00
Bonds 49.86 50.02 0.16

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 21.37 18.52
Price to Book 4.24 3.16
Price to Sales 3.26 2.19
Price to Cash Flow 16.25 12.24
Dividend Yield 1.32 1.99
5 Years Earnings Growth 12.44 11.57

Sector Allocation

Name  Net % Category Average
Technology 31.92 23.56
Healthcare 12.62 13.32
Financial Services 12.31 15.03
Communication Services 11.46 7.29
Consumer Cyclical 8.62 9.80
Industrials 7.21 10.41
Consumer Defensive 6.21 6.28
Energy 3.23 5.22
Basic Materials 2.85 3.44
Utilities 2.19 3.20
Real Estate 1.38 4.40

Region Allocation

  • North America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 978

Number of short holdings: 2

Name ISIN Weight % Last Change %
2 Year Treasury Note Future Dec 24 - 5.67 - -
10 Year Treasury Note Future Dec 24 - 4.96 - -
5 Year Treasury Note Future Dec 24 - 4.93 - -
  Microsoft US5949181045 3.72 425.20 +0.51%
  NVIDIA US67066G1040 3.55 146.27 -1.36%
  Apple US0378331005 3.39 225.12 +0.40%
  Amazon.com US0231351067 2.41 214.10 +2.48%
Federal National Mortgage Association 4% - 2.08 - -
Federal National Mortgage Association 3% - 1.90 - -
  Meta Platforms US30303M1027 1.68 580.00 -0.82%

Top Equity Funds by Columbia Threadneedle

  Name Rating Total Assets YTD% 3Y% 10Y%
  Columbia Dividend Income Z 18.65B 15.18 7.90 11.04
  Columbia Dividend Income Y 9.31B 15.31 8.02 11.19
  Columbia Seligman Comms & Info A 8.24B 16.30 8.12 19.40
  Columbia Contrarian Core Z 5.45B 18.99 9.59 12.63
  Columbia Dividend Income A 4.82B 14.95 7.63 10.76
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