Columbia Balanced Fund Class R5 (CLREX)

$50.68
B Fund
Sector
Fund TypeMutual Fund
Fund CategoryU.S. Equities - Blend
Fund BenchmarkU.S. Large Cap
Fund Snapshot Risk (%) Beta * YTD Return Alpha Expenses
Columbia Balanced Fund Class R5 20 0.58 5.15% 2.90% 0.76%
U.S. Large Cap 34 0.98 9.83% - -

* Beta values calculated against the Russell 3000 Index; Alpha against the fund's benchmark.

Performance & Return

Period Investment Benchmark Alpha
1 Day 0.00% 0.00% 0.00%
3 Months 4.93% 9.45% -4.52%
Year-to-Date 5.15% 9.83% -4.68%
1 Year 20.70% 0.00% 20.70%

Risk, Fees & Styles

(as of 9/30/2020)
RISK PROFILE Help

Fund's Risk

20%

(high)

Compare to:
Cash (1%)
Bonds(3%)
Bonds & Stocks(8%)
US Stocks (16%)
Inti. (->)

POTENTIAL GAIN & LOSS Help

The fund's risk of 20% means its value in a year is likely to fluctuate within the following ranges:

fund gain loss
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%