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Columbia Balanced Fund Class A (CBLAX)

US Funds

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55.72 -0.29 -0.52%

29/08 - Closed. Currency in USD

Type: Fund

Market: United States

Asset Class: Equity

Morningstar Rating:
Total Assets: 4.18B

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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 %
Cash	1.01	4.76	3.75
Shares	59.82	59.82	0.00
Bonds	39.18	41.96	2.78

Style Box

Value & Growth Measures

Ratios	Value	Category Average
P/E Ratio	24.04	19.15
Price to Book	4.59	3.30
Price to Sales	3.84	2.28
Price to Cash Flow	15.80	12.47
Dividend Yield	1.18	1.92
5 Years Earnings Growth	9.95	10.73

Sector Allocation

Name	Net %	Category Average
Technology	35.83	24.64
Financial Services	14.97	15.71
Communication Services	12.86	7.60
Healthcare	9.73	12.38
Industrials	8.49	10.30
Consumer Cyclical	8.06	10.04
Energy	3.12	4.88
Consumer Defensive	2.56	6.01
Utilities	2.23	3.25
Basic Materials	1.13	3.13
Real Estate	1.02	3.34

Region Allocation

North America
Latin America
Europe Developed
Asia
Australasia
Africa & Middle East

Emerging Markets
Developed Markets

Top Holdings

Number of long holdings: 1,049

Number of short holdings: 2

Name	ISIN	Weight %	Last	Change %
Microsoft	US5949181045	5.51	506.69	-0.58%
NVIDIA	US67066G1040	5.33	174.18	-3.32%
10 Year Treasury Note Future Sept 25	-	3.65	-	-
Apple	US0378331005	2.82	232.14	-0.18%
5 Year Treasury Note Future Sept 25	-	2.75	-	-
Amazon.com	US0231351067	2.64	229.00	-1.12%
Meta Platforms	US30303M1027	2.13	738.70	-1.65%
iShares Core MSCI EAFE	US46432F8427	1.68	85.51	-0.62%
Alphabet A	US02079K3059	1.41	212.91	+0.60%
JPMorgan	US46625H1005	1.39	301.42	+0.12%

Top Equity Funds by Columbia Threadneedle

Name	Total Assets	YTD%	3Y%	10Y%
Columbia Dividend Income Z	23.19B	7.40	11.73	11.41
Columbia Dividend Income Y	9.53B	7.44	11.84	11.55
Columbia Seligman Comms & Info A	9.22B	10.87	20.59	20.23
Columbia Contrarian Core Z	6.67B	10.13	18.58	13.35
Columbia Dividend Income A	4.96B	7.25	11.45	11.13

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