Columbia Balanced Fund
CBDRX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
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in mil. unless spec.Growth Rates
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in mil. unless spec.Quarterly Revenue
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in mil. unless spec.Quarterly Earnings Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- Columbia Funds Series Trust I MA United States of America
- IPO Date
- Nov 9, 2012
- CIK
- 0000773757
- Similar Companies
- Business
- Columbia Balanced Fund (CBDRX) is a mutual fund that seeks long-term capital appreciation and current income by investing primarily in a diversified portfolio of common stocks and investment-grade debt securities. The fund allocates approximately 65% of its assets to equities, including large-cap, mid-cap, and some international stocks, and the remainder to fixed-income instruments such as U.S. government, corporate, and mortgage-backed bonds; it employs a balanced approach with active management focused on undervalued securities across market cycles. Columbia Balanced Fund operates within the balanced allocation category, targeting moderate-risk investors such as individuals, retirement plans, and financial advisors seeking growth with income stability. The fund, part of the Columbia Threadneedle Investments family managed by Ameriprise Financial, Inc., was originally established in 1976 (with its Class R5 shares launched later) and is headquartered in Boston, Massachusetts, with portfolio management overseen from Minneapolis. It offers multiple share classes including institutional (CBDRX), advisor, and retirement versions, with low expense ratios for institutional shares around 0.47%; geographic exposure includes primarily U.S. markets with limited international holdings in developed regions. Columbia Threadneedle provides complementary services like ESG integration options and model portfolio solutions for advisors. Recent developments include the fund's strong performance amid 2024-2025 market volatility, benefiting from strategic overweight positions in technology and healthcare equities alongside high-quality bonds; in late 2024, Columbia Threadneedle announced enhancements to its balanced strategies through a partnership with Wellington Management for select equity sleeves, improving alpha generation. No major acquisitions or name changes occurred, but the firm expanded its sustainable investing offerings in 2025, allowing CBDRX investors to opt into screened portfolios without altering the core mandate. Assets under management for CBDRX stood at approximately $1.2 billion as of mid-2025, reflecting steady inflows from defined contribution plans.