Columbia Balanced Fund

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

Fund Holdings

Asset Allocation

% Long % Net
Cash 7.93 7.93
Stocks 57.15 57.15
Bonds 28.08 28.08
Other 0.07 0.07
Foreign Bonds 2.33 2.33
Foreign Stocks 4.44 4.44
Convertible 0.0 0.0
Preferred 0.0 0.0

Updated 02.28.2014

Top 10 Holdings

Performance as of 03.31.2014

Portfolio as of 02.28.2014

Ticker YTD Return % % Net Assets
Apple Inc AAPL -2.91 2.28
JPMorgan Chase & Co JPM 4.39 2.15
Google Inc Class A GOOG 1.27 2.09
Citigroup Inc C -8.25 1.96
Procter & Gamble Co PG -0.58 1.86
Johnson & Johnson JNJ 7.65 1.53
Philip Morris International, Inc. PM -4.57 1.52
US Treasury Bond 3.875% --- --- 1.49
eBay Inc EBAY 2.14 1.41
Honeywell International, Inc. HON 2.56 1.4

Bond Ratings (%)

Updated 02.28.2014

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