Morningstar

Columbia Income Builder Fund Institutional 3 Class CIBYX

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Morningstar’s Analysis CIBYX

Will CIBYX 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 CIBYX’s performance objective and investment process is for both security selection and portfolio construction.

  • People Pillar

    The People Pillar is our evaluation of the CIBYX 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 CIBYX’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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