Columbia Balanced Fund Class R5 (CLREX)
Performance & Return
Period | Investment | Benchmark | Alpha |
1 Day | 0.00% | 0.00% | 0.00% |
3 Months | 1.61% | 4.16% | -2.55% |
Year-to-Date | 2.41% | 6.00% | -3.59% |
1 Year | 14.10% | 0.00% | 14.10% |
Risk, Fees & Styles
(as of 9/30/2020)RISK PROFILE Help
Fund's Risk
20%
(high)
POTENTIAL GAIN & LOSS Help
The fund's risk of 20% means its value in a year is likely to fluctuate within the following ranges:
FEES Help
- 0.76%
Typical fees paid for an investment of $10,000 over 10 years:
Total fees paid
$967
Real cost (fees + lost compounding)
$1,196
FUND STYLE ANALYSIS Help
Style weight explainability
(of prior year return)
99%
Return in excess of styles
(over past year)
-1.01%