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Columbia Balanced B (CBLBX)

On Feb 10: 23.21 USD  Up 0.16 (0.69%)  
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 COLUMBIA FDS SRS TR I BALANCED Delayed quote dataEdit
Net Asset Value:23.21
Trade Time:Feb 10
Change:Up 0.16 (0.69%)
Prev Close:23.21
YTD Return*:25.85%
Net Assets*:7.38M
Yield*:1.39%
* As of 30-Nov-09
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 HEADLINES 
No headlines available for CBLBX.

 FUND BASICS30-Nov-09
Morningstar Overall Rating:4 stars
Total Assets:7.38M
Category:Moderate Allocation
Total Expense Ratio:%
Fund Profile - Holdings


 PERFORMANCE & RISK30-Nov-09
YTD Return:25.85%
5y Avg Return:4.25%
Rank in Category (ytd):331
% Rank in Category (ytd):27.96%
Beta (3y):0.98
Morningstar Risk Rating:Below average
Performance Details - Risk Details

 FUND SUMMARY 
The investment seeks high total return. The fund normally invests in a mix of equity and debt securities. It invests between 35% and 65% of net assets in each asset class. With respect to its equity securities investments, the fund invests primarily in equity securities of large-capitalization companies; With respect to its debt securities investments, it invests primarily in securities that are rated investment grade. The fund may invest up to 10% of total assets in securities that are rated below investment grade.
Fund Profile


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