Columbia Balanced Fund Institutional 2 Class is a mutual fund designed to provide a high total return by investing in a diversified mix of common stocks and debt securities. The fund typically allocates its assets between equities and fixed income instruments, maintaining a strategic balance with 35% to 65% in each category, though allocations can range from 25% to 75% under normal circumstances. This approach aims to capture growth opportunities from the equity market while seeking income and risk mitigation from bonds, making it suitable for investors seeking both capital appreciation and income with moderate risk exposure. The portfolio features a blend of large-cap stocks—often including leading technology companies—and a substantial allocation to government and securitized debt. The fund regularly rebalances based on market conditions and opportunity assessment. With assets exceeding $9 billion and over 1,000 holdings, it plays a significant role within the moderate allocation category, appealing to institutional investors and those seeking a disciplined, risk-aware investment strategy for long-term growth and income.
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