Columbia Balanced Fund Institutional 3 Class
CBDYX
NASDAQ- -
USD
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- -
Capital Structure
FRC
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in mil. unless spec.Working Capital
FRC
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in mil. unless spec.Growth Rates
FRC
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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.Quarterly Dividends Per Share
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in mil. unless spec.- Sector
- Financial Services
- Industry
- Asset Management
- Address
- 290 Congress Street Boston MA United States of America 2210
- IPO Date
- Nov 9, 2012
- CIK
- 0000773757
- Website
- columbiathreadneedleus.com
- Similar Companies
- Business
- Columbia Balanced Fund Institutional 3 Class (CBDYX) is an open-end mutual fund that seeks high total return through a balanced portfolio of equity and debt securities, with assets allocated approximately 60% to stocks and 40% to bonds. The fund invests primarily in large-cap U.S. blend equities and high-quality, moderate interest-rate sensitive bonds, including investment-grade debt issued by the U.S. government, agencies, and corporates; it maintains minor exposures to non-U.S. stocks and bonds. Managed by Columbia Threadneedle Investments, a global asset manager with over $600 billion in assets under management, the fund targets institutional investors with a minimum initial investment of $1 million, a net expense ratio of 0.60%, and no front- or deferred-load fees; it operates within the moderate allocation category. Columbia Threadneedle Investments, headquartered in Boston, Massachusetts, with offices across 17 countries including the United Kingdom, Singapore, and the United Arab Emirates, formed in 2015 through the merger of Columbia Management and Threadneedle Asset Management, both subsidiaries of Ameriprise Financial. The firm serves individual, institutional, and corporate clients worldwide across the Americas, Europe, the Middle East, and Asia, offering diverse strategies spanning equities, fixed income, and alternatives. Key portfolio managers include Guy W. Pope (27 years tenure), Ronald Stahl (20 years), and Gregory S. Liechty (14 years), overseeing a fund with total net assets of approximately $10.3 billion and share class assets of $917 million as of recent data. The fund emphasizes a unique approach to stock and bond selection for capital appreciation and income, with a turnover ratio of 200% and beta of 0.72. Recent developments at Columbia Threadneedle include multiple fund mergers completed in October-November 2025, such as the CT MM Navigator series into CT Multi Manager Universal funds and closures of certain multi-sector bond funds, alongside investment policy updates incorporating performance benchmarks effective September 2024. In August 2025, the firm achieved a €50 million first close on its Castle Mount Impact Partners private markets fund targeting UN Sustainable Development Goals-aligned companies, with a €200 million target. Additionally, Columbia Threadneedle launched six new active ETFs in December 2025 across equity and fixed income, including CT QR Series US Equity Active UCITS ETF, and expanded as an ETF issuer on SIX Swiss Exchange.