CBALX (Columbia:Balanced;Z)
Net Asset Value: 26.77 1-Day Return: 0.01 (0.04%) YTD Return as of 5/24/12:Up 4.95%

Classification: Mixed-Asset Target Allocation Growth   Objective: Balanced   Open to New Investors: Yes

Lipper Rating

Total Return Consistent Return Preservation Tax Efficiency Expense

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.

NAV Chart | Growth of $10,000
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Total Returns (As of 5/24/2012)

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 YTD1Yr3Yr5Yr10Yr
Fund 4.95 2.83 13.03 4.37 5.68
Classification 3.32 -1.91 11.81 0.18 4.27
Index (S&P 500) 5.90 2.60 16.60 -0.50 4.10
% Rank in Class (1-best,100=worst)71123310

Fund Stats

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Investment Objective:Balanced
Net Assets ($Mil)294.90
Inception Date:10/1/91
Manager Name, TenureTeam Managed, NA
Expense Ratio: 0.78%
Sales Charge:
Load Type:
  
No Load
0.00%
0.00%

Top 10 Holdings (As of 2/29/12)

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Company NameSymbol% Net Assets
Columbia Short Term Cash Fund NA 6.34
Apple Inc Ord AAPL 3.71
Google Inc Ord GOOG 2.00
Ebay Inc Ord EBAY 1.95
Jpmorgan Chase & Co Ord JPM 1.82
Exxon Mobil Corp Ord XOM 1.68
General Electric Co Ord GE 1.61
Philip Morris International Inc Ord PM 1.60
Chevron Corp Ord CVX 1.54
Tyco International Ltd Ord TYC 1.41
% of Total Holdings 23.66

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