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Columbia Balanced Fund Institutional 2 Class

CLREX · NASDAQ

Market closed$57.60$-0.390000 (-0.67%)

Key statistics

Previous close$57.99
Open$57.60
Day high$57.60
Day low$57.60
52-week high$58.41
52-week low$51.71
Market cap10.35B
Volume—
Average volume—
P/E ratio26.73
Forward P/E—
EPS2.16
Dividend yield0.00%

Market context

Why it moved

CLREX edged lower amid thin trading volume and a lack of meaningful catalysts, with no significant fund-specific news driving a modest decline from its previous close.

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What is happening

Recent company-specific developments and publisher coverage.

July 17, 2026Columbia Balanced Fund Institutional 2 Class declined modestly, tracking broader market weakness as the S&P 500 and Nasdaq sold off on a semiconductor-led rout tied to TSMC's spending forecast and renewed Middle East escalation concerns. As a balanced fund with equity and fixed-income exposure, CLREX faces crosscurrents: the financial sector—a key holding area—has delivered strong Q2 earnings (Finance sector earnings up ~30% YoY), yet Morningstar notes financials remain the second-worst-performing sector over the past year amid AI disruption fears and private credit concerns weighing on sentiment.

-1.1329

July 15, 2026Columbia Balanced Fund (CLREX) edged up modestly, trading near its 52-week high as the broader financial services sector benefited from a blockbuster Q2 earnings season on Wall Street. BlackRock beat Q2 estimates with iShares surpassing $6 trillion in AUM, while Goldman Sachs, Morgan Stanley, JPMorgan, and BofA all reported record or near-record profits driven by surging trading revenue and investment banking fees. This favorable asset management backdrop, paired with a softer-than-expected June CPI report easing rate hike fears, supported the fund's equity and fixed income holdings.

0.3445

Peers

S&P 500SPX · $7,457.69-1.01%Columbia Balanced FundCBALX · $57.54-0.69%Columbia Balanced Fund Institutional 3 ClassCBDYX · $58.40-0.70%MFS International Growth IMQGIX · $55.43-0.86%MFS Mid Cap Value Fund - Class AMVCAX · $34.22-0.64%MFS Mid Cap Value Fund Class R6MVCKX · $35.64-0.61%T. Rowe Price Small-Cap Value Fund I ClassPRVIX · $61.95-0.58%Schwab Fundamental US Lg Company Index Fund Insti ShsSFLNX · $37.35-0.53%Nuveen Lifecycle Index 2035 R6TLYIX · $32.38-0.58%Nuveen Lifecycle Index 2040 R6TLZIX · $36.32-0.68%Capital World Bond Fund, Cl F-1 SharesWBFFX · $15.79-0.06%