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Morningstar

Columbia Income Builder Inst CBUZX

Morningstar Medalist Rating
Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 10.93  /  0.55 %
  • Total Assets 1.0 Bil
  • Adj. Expense Ratio
    0.700%
  • Expense Ratio 0.700%
  • Distribution Fee Level Average
  • Share Class Type Institutional
  • Category Moderately Conservative Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity Medium / Limited
  • Status Open
  • TTM Yield 4.41%
  • Turnover 24%

USD | NAV as of Nov 29, 2023 | 1-Day Return as of Nov 29, 2023, 11:17 PM GMT+0

Morningstar’s Analysis CBUZX

Will CBUZX 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 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.

A shift toward higher-octane bonds could lead to more volatility.

Analyst Stephen Margaria

Stephen Margaria

Analyst

Summary

Columbia Income Builder's experienced comanagers oversee a standard process for an income-focused strategy, but the combination of higher-yielding asset classes can be tough to stick with through volatile periods.

by Stephen Margaria
Rated on Published on

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Portfolio Holdings CBUZX

More CBUZX Holdings
  • Current Portfolio Date
  • Equity Holdings 0
  • Bond Holdings 0
  • Other Holdings 18
  • % Assets in Top 10 Holdings 87.4
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Quality Income Inst3

23.63
240,968,550
—

Columbia Corporate Income Inst3

14.75
150,422,988
—

Columbia Mortgage Opportunities Inst3

8.81
89,824,535
—

Columbia Emerging Markets Bond Inst3

8.47
86,366,629
—

Columbia High Yield Bond Inst3

8.02
81,788,445
—

Columbia Small Cap Value I Inst3

6.95
70,877,795
—

Columbia Dividend Income Inst3

4.99
50,853,084
—

Columbia Short Duration Bond ETF

4.50
45,889,484
—

Columbia International Div Inc Inst3

3.85
39,251,831
—

Columbia Real Estate Equity Inst3

3.43
34,955,281
—