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Morningstar

Columbia Income Builder A RBBAX

Morningstar Analyst Rating
Analyst rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.37  /  0.87 %
  • Total Assets 1.3 Bil
  • Adj. Expense Ratio
    0.370%
  • Expense Ratio 0.960%
  • Distribution Fee Level Average
  • Share Class Type Front Load
  • Category Allocation—30% to 50% Equity
  • Investment Style Large Blend
  • Credit Quality / Interest Rate Sensitivity —
  • Status Open
  • TTM Yield 3.23%
  • Turnover 10%

USD | NAV as of Feb 03, 2023 | 1-Day Return as of Feb 03, 2023, 11:15 PM GMT+00:00

Morningstar’s Analysis RBBAX

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

People Pillar

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

Lots of levers to pull.

Analyst

Summary

| by Karen Zaya

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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