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Columbia Income Builder A RBBAX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.14  /  +0.36 %
  • Total Assets 980.9 Mil
  • Adj. Expense Ratio
    0.950%
  • Expense Ratio 0.950%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Moderately Conservative Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity Medium/Limited
  • Status Open
  • TTM Yield 3.96%
  • Turnover 22%

USD | NAV as of Apr 23, 2024 | 1-Day Return as of Apr 23, 2024, 10:17 PM GMT+0

Morningstar’s Analysis RBBAX

Will RBBAX outperform in future?

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

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.

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Portfolio Holdings RBBAX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 84.6
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Quality Income Inst3

25.52 261.6 Mil

Columbia Emerging Markets Bond Inst3

9.48 97.2 Mil

Columbia Mortgage Opportunities Inst3

9.05 92.8 Mil

Columbia High Yield Bond Inst3

8.46 86.8 Mil

Columbia Corporate Income Inst3

7.99 82.0 Mil

Columbia Small Cap Value I Inst3

6.61 67.7 Mil

Columbia Short Duration Bond ETF

4.64 47.6 Mil

Columbia International Div Inc Inst3

4.55 46.6 Mil

Columbia Dividend Income Inst3

4.17 42.8 Mil

Columbia Dividend Opportunity Inst3

4.13 42.4 Mil