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Columbia Income Builder R CBURX

Analyst rating as of
NAV / 1-Day Return
13.51  /  0.00
Total Assets
1.6 Bil
Adj. Expense Ratio
1.230%
Expense Ratio
1.230%
Fee Level
Above Average
Longest Manager Tenure
11.01 years
Category
Allocation--15% to 30% Equity
Investment Style
Mid Value
Credit Quality / Interest Rate Sensitivity
Low / Moderate
Status
Open
TTM Yield
2.92%
Turnover
22%
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Morningstar’s Analysis

Will CBURX outperform in future?

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A New Manager at Columbia Income Builder Doesn’t Change Its Ratings

Analyst Note

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On March 1, 2021, Columbia Threadneedle named Alexandre Christensen as a comanager on Columbia Income Builder. He joins Gene Tannuzzo, who has managed the fund since 2010 with the firm’s previous head of fixed income, Colin Lundgren. Lundgren had announced in October 2020 that he would retire in March 2021 and that Tannuzzo would then become CIO. Christensen’s appointment is therefore sensible as he will assist with Tannuzzo’s increased workload. He started his investment career in 2014 and has worked with Columbia since 2015.

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