CBDYX
Columbia Balanced Fund Institutional 3 Class
1W: -0.8%
1M: -1.2%
3M: -0.4%
YTD: +5.2%
1Y: +7.0%
3Y: +52.8%
5Y: +44.1%
$58.94
+0.30 (+0.51%)
Weekly Expected Move ±1.1%
$57
$58
$59
$59
$60
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20 peers by holdings overlap (981 holdings)
CBALX
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105.0%
Shared74 holdings
Total72
AUM$10.2B
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CLREX
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LCCCX
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SMGIX
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COFYX
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CCCRX
Columbia Contrarian Core Fund
100.4%
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NINDX
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62.3%
Shared69 holdings
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CLXRX
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MGC
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55.5%
Shared45 holdings
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USMCG.DE
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
USMC.DE
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55.3%
Shared34 holdings
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AUM—
Price—
US100.PA
ETF
55.3%
Shared34 holdings
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AUM—
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US100.SW
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55.3%
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AUM—
Price—
U100.L
ETF
55.3%
Shared34 holdings
Total—
AUM—
Price—
FTUSMC.L
ETF
55.3%
Shared34 holdings
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AUM—
Price—
US100.MI
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55.3%
Shared34 holdings
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AUM—
Price—
USMC.L
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55.3%
Shared34 holdings
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AUM—
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FTU100.L
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55.3%
Shared34 holdings
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |
| 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 |