Morningstar

Columbia Income Builder Fund Institutional Class CBUZX

Morningstar Medalist Rating
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  • NAV / 1-Day Return $12.33  /  +0.08 %
  • Fund Size $786.8M
  • Adjusted Expense Ratio 0.710%
  • Net Expense Ratio 0.130%
  • Fee Level: Distribution Average
  • Share Class Type Institutional
  • Morningstar Category Conservative Allocation
  • Equity Style Box (Funds) Large Value
  • Fixed-Income Style Box (Funds) Medium/Limited
  • Investment Status —
  • TTM Yield 4.29%
  • Turnover Ratio 12%
NAV and 1-Day Return as of

Morningstar’s Analysis CBUZX

Will CBUZX outperform in the 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 CBUZX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CBUZX 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 CBUZX’s parent organization’s priorities and whether they’re in line with investors’ interests.

This income-focused fund is still searching for an edge.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Columbia Income Builder’s stable and experienced management team oversees a straightforward approach using an unremarkable lineup of underlying actively managed funds. It has produced solid returns and a compelling yield, but investors have had to stomach higher volatility over longer periods.

by Stephen Margaria
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Portfolio Holdings CBUZX

More CBUZX Holdings
  • Current Portfolio Date
  • Equity Holdings —
  • Bond Holdings —
  • Other Holdings —
  • % Assets in Top 10 Holdings 87.1
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

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27.68 219M
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Columbia Floating Rate Inst3

12.54 99M
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Columbia Dividend Opportunity Inst3

7.91 62M
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Columbia Mortgage Opportunities Inst3

7.03 55M
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Columbia High Yield Bond Inst3

7.01 55M
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Columbia Dividend Income Inst3

5.98 47M
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Columbia International Div Inc Inst3

5.96 47M
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Columbia Corporate Bond ETF

5.51 43M
—

Columbia Emerging Markets Bond Inst3

3.98 31M
—

Columbia Diversified Fixed Inc Allc ETF

3.56 28M
—

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