Columbia Income Builder’s underlying fixed-income funds, which represent the majority of this conservative allocation strategy, have gone through significant personnel turnover in recent years, It maintains a Morningstar Analyst Rating of Neutral across most share classes, while the C shares drop to Negative.
Will RBBCX outperform in future?
Get our overall rating based on a fundamental assessment of the pillar’s below.
The Process Pillar is our assessment of how sensible, clearly defined, and repeatable RBBCX’s performance objective and investment process is for both security selection and portfolio construction.
The People Pillar is our evaluation of the RBBCX management team’s experience and ability. We find that high-quality management teams deliver superior performance relative to their benchmarks and/or peers.
The Parent Pillar is our rating of RBBCX’s parent organization’s priorities and whether they’re in line with investors’ interests.