CBALX (Columbia:Balanced;Z)
Net Asset Value: 30.57
1-Day Return:
-0.06 (-0.20%)
YTD Return as of 4/5/13:
6.70%
Classification: Mixed-Asset Target Allocation Growth Objective: Balanced Open to New Investors: Yes
Lipper Rating
The Lipper Leader system ranks a fund in the following categories: Total Return; Consistent Return; Preservation; Tax Efficiency; and Expenses. Funds are rated in ascending order on a numeric scale of 1 to 5, with '1' representing funds with the lowest rating, and '5' representing the highest rated funds and funds that are Lipper Leaders. Click here for more detail.
| Growth of $10,000
Total Returns (As of 4/05/2013)
More| YTD | 1Yr | 3Yr | 5Yr | 10Yr | |
| Fund | 6.70 | 11.69 | 9.67 | 6.94 | 8.27 |
| Classification | 5.44 | 9.91 | 7.96 | 3.77 | 7.10 |
| Index (S&P 500) | NA | NA | NA | NA | NA |
| % Rank in Class (1-best,100=worst) | 15 | 22 | 14 | 2 | 15 |
Fund Stats
More| Investment Objective: | Balanced |
|---|---|
| Net Assets ($Mil) | 330.70 |
| Inception Date: | 10/1/91 |
| Manager Name, Tenure | Team Managed, NA |
| Expense Ratio: | 0.86% |
|
Sales Charge:
Load Type:
|
No Load 0.00% 0.00% |
Top 10 Holdings (As of 10/31/12)
More| Company Name | Symbol | % Net Assets |
|---|---|---|
| Columbia Short Term Cash Fund | NA | 7.64 |
| Apple Inc Ord | AAPL | 2.88 |
| Johnson & Johnson Ord | JNJ | 2.11 |
| Berkshire Hathaway Inc Ord | BRK.B | 1.96 |
| Google Inc Ord | GOOG | 1.69 |
| Exxon Mobil Corp Ord | XOM | 1.64 |
| Jpmorgan Chase & Co Ord | JPM | 1.55 |
| Chevron Corp Ord | CVX | 1.46 |
| Procter & Gamble Co Ord | PG | 1.41 |
| Philip Morris International Inc Ord | PM | 1.41 |
| % of Total Holdings | 23.75 | |
