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Columbia Income Builder R CBURX

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%

Morningstar’s Analysis CBURX

Will CBURX outperform in future?

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

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.

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Portfolio Holdings CBURX

  • 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