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Columbia Balanced Fund Institutional 2 Class (CLREX)

NASDAQ Financial Services Asset Management
$59.20 ▲ +0.12%
Market Cap
$10.37B
Sector
Financial Services
Industry
Asset Management
Beta
0.91
52-Wk Range
51.71-59.35
CEO
Country
US
Currency
USD

Columbia Balanced Fund Institutional 2 Class operates in the Asset Management industry of the Financial Services sector, headquartered in Boston, MA, US. The stock last traded at $59.20, up 0.12% on the session, giving a market capitalisation of $10.37B. Its beta of 0.91 implies it has historically moved less than the broad market.

Company profile
Exchange
NASDAQ
Employees
IPO date
2011-03-07
Headquarters
Boston, MA, US
About Columbia Balanced Fund Institutional 2 Class

The fund's primary objective is to achieve a high total return by investing in a combination of common stocks and debt securities. It typically maintains a diversified portfolio split between equity and debt instruments. The allocation of assets, which also encompasses cash and cash equivalents, is strategically determined by an ongoing assessment of the potential risks and rewards associated with each asset class. While the fund generally targets an allocation of 35% to 65% of its net assets in both equity and debt, it commits to holding no less than 25% and no more than 75% in each of these asset classes during normal market operations.

Comparable companies

Columbia Balanced Fund Institutional 2 Class is most often compared with the following Financial Services names:

CBALXCBDYXMQGIXMVCAXMVCKXPRVIXSFLNXTLYIXTLZIXWBFFX
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