Columbia Income Builder's experienced comanagers oversee a standard process for an income-focused strategy, but the combination of higher-yielding asset classes can be tough to stick with through volatile periods.
Columbia Income Builder Inst CBUZX
- NAV / 1-Day Return 11.06 / +0.18 %
- Total Assets 979.6 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.700%
- Distribution Fee Level Average
- Share Class Type Institutional
- Category Moderately Conservative Allocation
- Investment Style Mid Value
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 4.20%
- Turnover 22%
USD | NAV as of Apr 17, 2024 | 1-Day Return as of Apr 17, 2024, 10:14 PM GMT+0
Morningstar’s Analysis CBUZX
Will CBUZX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 84.6
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Quality Income Inst3 | 25.52 | 261.6 Mil | — |
Columbia Emerging Markets Bond Inst3 | 9.48 | 97.2 Mil | — |
Columbia Mortgage Opportunities Inst3 | 9.05 | 92.8 Mil | — |
Columbia High Yield Bond Inst3 | 8.46 | 86.8 Mil | — |
Columbia Corporate Income Inst3 | 7.99 | 82.0 Mil | — |
Columbia Small Cap Value I Inst3 | 6.61 | 67.7 Mil | — |
Columbia Short Duration Bond ETF | 4.64 | 47.6 Mil | — |
Columbia International Div Inc Inst3 | 4.55 | 46.6 Mil | — |
Columbia Dividend Income Inst3 | 4.17 | 42.8 Mil | — |
Columbia Dividend Opportunity Inst3 | 4.13 | 42.4 Mil | — |