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.
- NAV / 1-Day Return 10.83 / 0.09 %
- Total Assets 1.1 Bil
-
Adj. Expense Ratio
- 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%
Morningstar’s Analysis CBURX
Will CBURX outperform in future?
Get our overall rating based on a fundamental assessment of the pillars below.
Process Pillar
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings 0
- Bond Holdings 0
- Other Holdings 18
- % Assets in Top 10 Holdings 87.5