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Columbia Income Builder C RBBCX

Medalist Rating as of | See Columbia Threadneedle Investment Hub
  • NAV / 1-Day Return 11.25  /  −0.09 %
  • Total Assets 998.7 Mil
  • Adj. Expense Ratio
    1.700%
  • Expense Ratio 1.700%
  • Distribution Fee Level Above Average
  • Share Class Type Level Load
  • Category Moderately Conservative Allocation
  • Investment Style Mid Value
  • Credit Quality / Interest Rate Sensitivity Medium/Moderate
  • Status Open
  • TTM Yield 3.22%
  • Turnover 22%

USD | NAV as of Apr 11, 2024 | 1-Day Return as of Apr 11, 2024, 10:21 PM GMT+0

Morningstar’s Analysis RBBCX

Will RBBCX 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 RBBCX

  • Current Portfolio Date
  • Equity Holdings
  • Bond Holdings
  • Other Holdings
  • % Assets in Top 10 Holdings 88.5
Top 10 Holdings
% Portfolio Weight
Market Value USD
Sector

Columbia Quality Income Inst3

26.65 274.1 Mil

Columbia Corporate Income Inst3

11.59 119.2 Mil

Columbia Mortgage Opportunities Inst3

9.54 98.1 Mil

Columbia Emerging Markets Bond Inst3

9.28 95.5 Mil

Columbia High Yield Bond Inst3

8.35 85.9 Mil

Columbia Small Cap Value I Inst3

6.25 64.3 Mil

Columbia Short Duration Bond ETF

4.61 47.4 Mil

Columbia International Div Inc Inst3

4.37 44.9 Mil

Columbia Real Estate Equity Inst3

3.94 40.5 Mil

Columbia Dividend Opportunity Inst3

3.90 40.1 Mil