Columbia Balanced Fund Quote

CLREX Fund  USD 53.87  0.21  0.39%   

Performance

OK

 
Weak
 
Strong

Odds Of Distress

Low

 
High
 
Low
Columbia Balanced is trading at 53.87 as of the 1st of July 2025; that is 0.39% up since the beginning of the trading day. The fund's open price was 53.66. Columbia Balanced has about a 20 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 2nd of April 2025 and ending today, the 1st of July 2025. Click here to learn more.
Under normal circumstances, the fund invests in a mix of equity and debt securities. Columbia Balanced is traded on NASDAQ Exchange in the United States. More on Columbia Balanced Fund

Moving together with Columbia Mutual Fund

  0.95FBONX American Funds AmericanPairCorr
  0.95FBAFX American Funds AmericanPairCorr
  0.95ABALX American BalancedPairCorr
  0.83BALCX American BalancedPairCorr
  0.95BALFX American BalancedPairCorr
  0.95RLBCX American BalancedPairCorr

Moving against Columbia Mutual Fund

  0.94USPSX Profunds UltrashortPairCorr
  0.94USPIX Profunds UltrashortPairCorr
  0.91UIPIX Ultrashort Mid CapPairCorr

Columbia Mutual Fund Highlights

Fund ConcentrationAllocation--50% to 70% Equity, Columbia (View all Sectors)
Update Date30th of June 2025
Columbia Balanced Fund [CLREX] is traded in USA and was established 1st of July 2025. The fund is listed under Allocation--50% to 70% Equity category and is part of Columbia family. This fund currently has accumulated 7.23 B in assets under management (AUM) with no minimum investment requirementsColumbia Balanced is currently producing year-to-date (YTD) return of 1.86% with the current yeild of 0.02%, while the total return for the last 3 years was 9.62%.
Check Columbia Balanced Probability Of Bankruptcy

Instrument Allocation

Top Columbia Balanced Fund Mutual Fund Constituents

CVXChevron CorpStockEnergy
CCitigroupStockFinancials
HONHoneywell InternationalStockIndustrials
AMZNAmazon IncStockConsumer Discretionary
RTXRaytheon Technologies CorpStockIndustrials
MSFTMicrosoftStockInformation Technology
MDTMedtronic PLCStockHealth Care
MAMastercardStockFinancials
More Details

Columbia Balanced Risk Profiles

Columbia Balanced Against Markets

Other Information on Investing in Columbia Mutual Fund

Columbia Balanced financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Balanced security.
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Fundamental Analysis
View fundamental data based on most recent published financial statements