Columbia Balanced Fund

Scorecard
4 / 5 Stars
Lipper
5 5 4 3 5
Zacks Investment Research
3 (Hold)
Standard & Poor's
3 / 5 Stars
TheStreet.com
C+ (Hold)

Fund Holdings

Asset Allocation

% Long % Net
Cash 8.76 8.76
Stocks 55.99 55.99
Bonds 28.28 28.28
Other 0.37 0.37
Foreign Bonds 2.21 2.21
Foreign Stocks 4.39 4.39
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 01.31.2014

Top 10 Holdings

Performance as of 02.28.2014

Portfolio as of 01.31.2014

Ticker YTD Return % % Net Assets
JPMorgan Chase & Co JPM -3.23 2.18
Google, Inc. Class A GOOG 7.32 1.95
Citigroup Inc C -8.62 1.92
Apple Inc AAPL -5.38 1.87
US Treasury Bond 3.875% --- --- 1.54
Philip Morris International, Inc. PM -7.67 1.52
Procter & Gamble Co PG -4.09 1.42
General Electric Co GE -9.6 1.39
Honeywell International, Inc. HON 2.92 1.36
Johnson & Johnson JNJ 0.69 1.33

Bond Ratings (%)

Updated 01.31.2014

Sector CBLAX
AAA 63.65
AA 2.76
A 13.2
BBB 16.87
BB 1.32
B 1.56
Below B 0.62
Other 0.02