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 C RBBCX
- NAV / 1-Day Return 11.48 / +0.61 %
- Total Assets 1.0 Bil
-
Adj. Expense Ratio
- Expense Ratio 1.700%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Moderately Conservative Allocation
- Investment Style Mid Value
- Credit Quality / Interest Rate Sensitivity Medium/Moderate
- Status Open
- TTM Yield 3.21%
- Turnover 24%
USD | NAV as of Mar 27, 2024 | 1-Day Return as of Mar 27, 2024, 10:23 PM GMT+0
Morningstar’s Analysis RBBCX
Will RBBCX 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 88.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Quality Income Inst3 | 26.65 | 274.1 Mil | — |
Columbia Corporate Income Inst3 | 11.59 | 119.2 Mil | — |
Columbia Mortgage Opportunities Inst3 | 9.54 | 98.1 Mil | — |
Columbia Emerging Markets Bond Inst3 | 9.28 | 95.5 Mil | — |
Columbia High Yield Bond Inst3 | 8.35 | 85.9 Mil | — |
Columbia Small Cap Value I Inst3 | 6.25 | 64.3 Mil | — |
Columbia Short Duration Bond ETF | 4.61 | 47.4 Mil | — |
Columbia International Div Inc Inst3 | 4.37 | 44.9 Mil | — |
Columbia Real Estate Equity Inst3 | 3.94 | 40.5 Mil | — |
Columbia Dividend Opportunity Inst3 | 3.90 | 40.1 Mil | — |