Cb Large Cap Fund Quote

CBLSX Fund  USD 10.67  0.01  0.09%   

Performance

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Odds Of Distress

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Cb Large is trading at 10.67 as of the 23rd of June 2025; that is 0.09 percent down since the beginning of the trading day. The fund's open price was 10.68. Cb Large has about a 22 % chance of experiencing some form of financial distress in the next two years of operation and did not have a very good performance during the last 90 trading days. The performance scores are derived for the period starting the 24th of May 2025 and ending today, the 23rd of June 2025. Click here to learn more.
The fund invests at least 80 percent of its net assets in equity securities of large-capitalization companies. It is a feeder fund that invests substantially all of its assets in the CB Large Cap Value Portfolio, a master portfolio with a substantially identical investment objective and substantially similar investment strategies. More on Cb Large Cap

Moving together with CBLSX Mutual Fund

  0.75SADIX Wells Fargo UltraPairCorr
  0.96EMGNX Wells Fargo EmergingPairCorr
  0.97EMGCX Wells Fargo EmergingPairCorr

CBLSX Mutual Fund Highlights

Thematic IdeaLarge Value Funds (View all Themes)
Fund ConcentrationAllspring Global Investments Funds, Large Value Funds, Large Value Funds, Large Value, Allspring Global Investments, Large Value, Large Value (View all Sectors)
Update Date30th of June 2025
Expense Ratio Date1st of October 2022
Fiscal Year EndMay
Cb Large Cap [CBLSX] is traded in USA and was established 23rd of June 2025. Cb Large is listed under Allspring Global Investments category by Fama And French industry classification. The fund is listed under Large Value category and is part of Allspring Global Investments family. The entity is thematically classified as Large Value Funds. This fund currently has accumulated 216.17 M in assets under management (AUM) with no minimum investment requirementsCb Large Cap is currently producing year-to-date (YTD) return of 4.27% with the current yeild of 0.01%, while the total return for the last 3 years was 9.73%.
Check Cb Large Probability Of Bankruptcy

Instrument Allocation

Sector Allocation

Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on CBLSX Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding CBLSX Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Cb Large Cap Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.

Top Cb Large Cap Mutual Fund Constituents

FOXAFox Corp ClassStockCommunication Services
PNCPNC Financial ServicesStockFinancials
JPMJPMorgan Chase CoStockFinancials
PGRProgressive CorpStockFinancials
FNFFidelity National FinancialStockFinancials
SCHWCharles Schwab CorpStockFinancials
CCKCrown HoldingsStockMaterials
USBUS BancorpStockFinancials
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Cb Large Cap Risk Profiles

Cb Large Against Markets

Other Information on Investing in CBLSX Mutual Fund

Cb Large financial ratios help investors to determine whether CBLSX Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in CBLSX with respect to the benefits of owning Cb Large security.
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