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Columbia Balanced R (CBLRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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51.58-0.03 (-0.06%)
At close: 08:01PM EDT

Overall portfolio composition (%)

Cash-0.77%
Stocks52.82%
Bonds47.94%
Others0.00%
Preferred0.00%
Convertible0.00%

Sector weightings (%)

Sector(s)
CBLRX
Basic materials
1.78%
Consumer cyclical
9.66%
Financial services
12.88%
Property
0.86%
Consumer defensive
5.36%
Healthcare
13.06%
Utilities
1.84%
Communication services
10.75%
Energy
4.30%
Industrials
9.96%
Technology
29.55%

Equity holdings

AverageCBLRXCategory average
Price/Earnings0.0423.62
Price/book0.233.26
Price/sales0.332.32
Price/Cash flow0.0615.57
Median market cap275,177.5397,816.96
3-year earnings growth20.2915.47

Bond holdings

AverageCBLRXCategory average
Maturity9.35.72
Duration4.534.49
Credit qualityN/AN/A

Bond ratings

Sector(s)CBLRX
US government10.86%
AAA48.91%
AA11.88%
A13.89%
BBB13.43%
BB1.42%
B1.30%
Below B0.41%
Others8.76%

Top 4 holdings (12.49% of total assets)

Get quotes for top holdings
NameSymbol% assets
Microsoft CorpMSFT3.71%
Apple IncAAPL3.32%
NVIDIA CorpNVDA2.97%
Amazon.com IncAMZN2.49%