CBALX
Columbia Balanced Fund
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +7.0%
3Y: +44.6%
5Y: +20.8%
$58.07
+0.30 (+0.52%)
Weekly Expected Move ±1.2%
$56
$57
$58
$58
$59
Similar ETFs
20 peers by holdings overlap (981 holdings)
CBDYX
Columbia Balanced Fund Institutional 3 Class
105.0%
Shared74 holdings
Total72
AUM$10.2B
Price$58.94
CLREX
Columbia Balanced Fund Institutional 2 Class
105.0%
Shared74 holdings
Total72
AUM$10.2B
Price$58.12
LCCCX
Columbia Contrarian Core Fund
100.4%
Shared73 holdings
Total71
AUM$18.1B
Price$34.41
SMGIX
Columbia Contrarian Core Fund
100.4%
Shared73 holdings
Total71
AUM$18.5B
Price$43.83
COFYX
Columbia Contrarian Core Fund Class I3
100.4%
Shared73 holdings
Total71
AUM$18.5B
Price$45.29
CCCRX
Columbia Contrarian Core Fund
100.4%
Shared73 holdings
Total71
AUM$18.5B
Price$43.01
NINDX
Columbia Large Cap Index Fund
62.3%
Shared69 holdings
Total470
AUM$3.1B
Price$59.15
CLXRX
Columbia Large Cap Index Fund Institutional 2 Class
62.3%
Shared69 holdings
Total470
AUM$3.1B
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TPU.TO
TD U.S. Equity Index ETF
56.1%
Shared68 holdings
Total—
AUM$6.4B
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TPU-U.TO
ETF
56.1%
Shared68 holdings
Total—
AUM—
Price—
MGC
Vanguard Morningstar Mega Cap ETF
55.5%
Shared45 holdings
Total172
AUM$11.0B
Price$284.69
USMC.DE
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
USMCG.DE
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
US100.PA
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
US100.SW
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
U100.L
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
FTUSMC.L
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
USMC.L
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
US100.MI
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
FTU100.L
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
Fundamentals Comparison
| ETF | AUM | Holdings | Top 10 Wt | P/E | P/B | P/S | ROE | Net Margin | Div Yield | Rev Growth | EPS Growth | IS Score | Piotroski |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| CBALX | $10.2B | 72 | 31.5% | 29.3 | 10.5 | 9.3 | 42.3% | 31.8% | 0.85% | +28.9% | +51.5% | 69.8 | 6.8 |
| CBDYX | $10.2B | 72 | 31.5% | 29.3 | 10.5 | 9.3 | 42.3% | 31.8% | 0.85% | +28.9% | +51.5% | 69.8 | 6.8 |
| CLREX | $10.2B | 72 | 31.5% | 29.3 | 10.5 | 9.3 | 42.3% | 31.8% | 0.85% | +28.9% | +51.5% | 69.8 | 6.8 |
| LCCCX | $18.1B | 71 | 47.9% | 29.3 | 10.5 | 9.3 | 42.0% | 31.6% | 0.85% | +28.8% | +51.3% | 69.7 | 6.8 |
| SMGIX | $18.5B | 71 | 47.9% | 29.3 | 10.5 | 9.3 | 42.0% | 31.6% | 0.85% | +28.8% | +51.3% | 69.7 | 6.8 |
| COFYX | $18.5B | 71 | 47.9% | 29.3 | 10.5 | 9.3 | 42.0% | 31.6% | 0.85% | +28.8% | +51.3% | 69.7 | 6.8 |
| CCCRX | $18.5B | 71 | 47.9% | 29.3 | 10.5 | 9.3 | 42.0% | 31.6% | 0.85% | +28.8% | +51.3% | 69.7 | 6.8 |
| NINDX | $3.1B | 470 | 42.8% | 29.9 | 11.1 | 9.2 | 43.5% | 30.8% | 1.07% | +25.2% | +44.9% | 68.0 | 6.8 |
| CLXRX | $3.1B | 470 | 42.8% | 29.9 | 11.1 | 9.2 | 43.5% | 30.8% | 1.07% | +25.2% | +44.9% | 68.0 | 6.8 |
| TPU.TO | $6.4B | — | —% | 30.0 | 11.3 | 9.4 | 44.5% | 31.3% | 1.00% | +26.5% | +46.2% | 68.4 | 6.8 |
| TPU-U.TO | — | — | —% | 30.0 | 11.3 | 9.4 | 44.5% | 31.3% | 1.00% | +26.5% | +46.2% | 68.4 | 6.8 |