Columbia Balanced Mutual Fund Money Managers
CBDRX Fund | USD 55.42 0.15 0.27% |
Break down of Columbia Balanced's management performance can provide insight into the fund's overall performance. Note that fund manager's attribution analysis is becoming a valuable factor that both investors and analysts use to determine the amount of risk that may be associated with Columbia Balanced's future under-performance.
Columbia |
Symbol | CBDRX |
Name | Columbia Balanced Fund |
Type | Mutual Fund |
Country | United States |
Exchange | NMFQS |
Information on Columbia Balanced Fund Leadership is currently not available.
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Columbia Balanced Net Asset Comparison
Columbia Balanced Fund is the top fund in net asset among similar funds. Total Asset Under Management (AUM) of Allocation--50% to 70% Equity category is currently estimated at about 18.97 Billion. Columbia Balanced totals roughly 7.23 Billion in net asset claiming about 38% of funds in Allocation--50% to 70% Equity category.
Columbia Balanced Benchmark Summation
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The output start index for this execution was zero with a total number of output elements of sixty-one. Columbia Balanced Price Series Summation is a cross summation of Columbia Balanced price series and its benchmark/peer.
About Columbia Balanced Management Performance
The success or failure of an entity such as Columbia Balanced often depends on how effective the management is. Columbia Balanced management team is responsible for propelling the future growth in the right direction and administering and controlling the business activities and accounting for the results. Ineffective management usually contributes to failure in the company's future performance for all stakeholders equally, but most importantly, for investors. So it is important to measure the effectiveness of Columbia management before purchasing its stock. In many ways, it's all about finding the answer to one important question - Are they doing the right thing right now? How would we assess whether the Columbia management is utilizing all available resources in the best possible way? Also, how well is the company doing relative to others in its sector and the market as a whole? The answer can be found by analyzing a few important fundamental indicators such as return on assets and return on equity.
Under normal circumstances, the fund invests in a mix of equity and debt securities. Its assets are allocated among equity and debt securities based on an assessment of the relative risks and returns of each asset class. The fund generally will invest between 35 percent and 65 percent of its net assets in each asset class, and in any event will invest at least 25 percent and no more than 75 percent of its net assets in each asset class under normal circumstances.
Please note that you must use caution to infer results of funds future performance. Investment returns and principal value will fluctuate so that investors' shares, when sold, may be worth more or less than their original cost.
Columbia Balanced Annual Yield
In accordance with the recently published financial statements, Columbia Balanced Fund has an Annual Yield of 0.0189%. This is 99.38% lower than that of the Columbia family and significantly higher than that of the Allocation--50% to 70% Equity category. The annual yield for all United States funds is notably lower than that of the firm.
Small firms, start-ups, or companies with high growth potential typically do not pay out dividends or distribute a lot of their profits. These companies will have small yield. Alternatively, more established companies, ETFs, and funds that invest in bonds will have higher yields.Other Information on Investing in Columbia Mutual Fund
Columbia Balanced financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Balanced security.
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