Columbia Balanced R (CBLRX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
At close: 08:01PM EDT
Columbia Balanced R
Boston MA 02111
One Financial Center
Columbia Funds Series Trust I
Management information
Guy W. Pope,Lead manager since 30 December 1997
Guy Pope is a senior portfolio manager for Columbia Threadneedle Investments. Mr. Pope joined one of the Columbia Threadneedle Investments legacy firms in 1993 and has been in his current position since 2004. He has been a member of the investment community since 1993. Mr. Pope received a B.A. in political economics from Colorado College and an MBA from Northwestern University. In addition, he is a member of the CFA Institute and the Security Analysts of Portland. He holds the Chartered Financial Analyst® designation.
Morningstar style box
Yahoo partners with Morningstar, a leading market research and investment data group to help investors rate and compare funds on Yahoo Finance. The Morningstar Category is shown next to the Morningstar Style Box, which identifies a fund's investment focus, based on the underlying securities in the fund.
Morningstar category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. Where necessary, we may change a category assignment based on recent changes to the portfolio.
Fund overview
CategoryAllocation--50% to 70% Equity
Fund familyColumbia Threadneedle
Net assets8.8B
YTD return2.96%
Yield1.51%
Morningstar rating★★★★
Inception date7 Nov 2012
Fund operations
Last dividend0.18
Last cap gain22.00
Holdings turnover171.00%
Average for categoryN/A
Fees and expenses
ExpenseCBLRXCategory average
Annual report expense ratio (net)1.18%0.84%
Prospectus net expense ratio1.18%N/A
Prospectus gross expense ratio1.18%N/A
Max 12b1 feeN/AN/A
Max front end sales loadN/A5.07%
Max deferred sales loadN/A1.48%
3-yr expense projection0N/A
5-yr expense projection0N/A
10-yr expense projection0N/A
© 2024 Yahoo. All rights reserved.