CBDYX

About CBDYX

Columbia Balanced Fund Institutional 3 Class is a mutual fund designed to offer a blend of income and capital appreciation by allocating assets across multiple classes, primarily U.S. stocks and bonds. The fund targets a 'moderate allocation' strategy, meaning it balances its investments between equities and fixed income, aiming for a volatility profile that is typically associated with a 50–70% equity exposure. Managed by an experienced team, it utilizes a disciplined approach, including a contrarian equity sleeve and a risk-aware, securitized-heavy bond portfolio. The fund’s portfolio features household names in technology such as Microsoft, NVIDIA, and Apple, alongside significant positions in U.S. Treasury futures and mortgage-backed securities, providing both growth potential and income generation. With institutional share class characteristics, it is tailored toward organizations and high-net-worth individuals, offering a relatively low expense ratio and a minimum investment threshold suitable for larger investors. Columbia Balanced Fund Institutional 3 Class plays a significant role in the market by serving investors seeking a diversified core holding that balances risk and reward over the long term.