Which Funds Can CBLAX Replace?

Columbia Balanced Fund Class A Fund Opportunity uses the published comparison universe. Data as of 2026-10-02.

Funds CBLAX Can Replace

233 funds

FSI > 80 out of 1,519 similar funds

Competing Fund AUM

$355.32B

Assets in funds CBLAX can compete with and replace

Outperformance Rank

#1,011

Rank among 1,519 similar funds

Who Holds Credible Replacements?

622 firms

111,616 connected advisors

Opportunity analysis

CBLAX can replace 233 funds with FSI above 80 out of 1,519 similar funds, representing $355.32B in competing fund AUM. Its outperformance rank is #1,011 among those similar funds. 622 13F firms and 111,616 advisors are connected to credible replacements. The AUM-weighted historical probability of positive Information Ratio is 11.3%.

Fund details

Vehicle
Mutual fund
Issuer
nan
Focus
—
Net expense ratio
0.91%
Assets under management
$10.09B

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