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Morningstar

Columbia Income Builder R CBURX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.83  /  0.09 %
  • Total Assets 1.1 Bil
  • Adj. Expense Ratio
    1.200%
  • Expense Ratio 1.200%
  • Distribution Fee Level Above Average
  • Share Class Type Retirement, Medium
  • Category Moderately Conservative Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.58%
  • Turnover 24%

USD | NAV as of Sep 22, 2023 | 1-Day Return as of Sep 22, 2023, 10:11 PM GMT+0

Morningstar’s Analysis CBURX

Will CBURX outperform in future?

Get our overall rating based on a fundamental assessment of the pillars below.

Process Pillar

The Process Pillar is our assessment of how sensible, clearly defined, and repeatable CBURX’s performance objective and investment process is for both security selection and portfolio construction.

People Pillar

The People Pillar is our evaluation of the CBURX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.

Parent Pillar

The Parent Pillar is our rating of CBURX’s parent organization’s priorities and whether they’re in line with investors’ interests.

Lots of levers to pull.

Analyst Karen Zaya

Karen Zaya

Analyst

Summary

A renewed Morningstar Analyst Rating of Neutral for Columbia Income Builder’s cheaper share classes and Negative for its priciest one befits the standard approach executed by a capable duo.

by Karen Zaya
Rated on Published on

Unlock our full analysis with Morningstar Investor

Portfolio Holdings CBURX

More CBURX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 87.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Quality Income Inst3

22.43
255,264,240
—

Columbia Corporate Income Inst3

15.24
173,441,572
—

Columbia Emerging Markets Bond Inst3

9.79
111,384,916
—

Columbia Mortgage Opportunities Inst3

8.30
94,487,868
—

Columbia Small Cap Value I Inst3

7.01
79,838,982
—

Columbia High Yield Bond Inst3

6.35
72,302,147
—

Columbia Dividend Income Inst3

6.11
69,535,427
—

Columbia Dividend Opportunity Inst3

4.51
51,338,380
—

Columbia Short Duration Bond ETF

4.09
46,608,229
—

Columbia International Div Inc Inst3

3.63
41,299,465
—