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.
Columbia Income Builder C RBBCX
- NAV / 1-Day Return 11.62 / +0.61 %
- Total Assets 955.1 Mil
-
Adj. Expense Ratio
- Expense Ratio 1.720%
- Distribution Fee Level Above Average
- Share Class Type Level Load
- Category Moderately Conservative Allocation
- Investment Style Mid Value
- Credit Quality / Interest Rate Sensitivity Medium/Limited
- Status Open
- TTM Yield 3.37%
- Turnover 22%
USD | NAV as of Jul 26, 2024 | 1-Day Return as of Jul 26, 2024, 10:17 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.3
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Quality Income Inst3 | 26.22 | 251.1 Mil | — |
Columbia Mortgage Opportunities Inst3 | 8.37 | 80.1 Mil | — |
Columbia High Yield Bond Inst3 | 8.16 | 78.1 Mil | — |
Columbia Emerging Markets Bond Inst3 | 7.61 | 72.9 Mil | — |
Columbia Corporate Income Inst3 | 6.48 | 62.1 Mil | — |
Columbia Floating Rate Inst3 | 5.82 | 55.7 Mil | — |
Columbia Dividend Income Inst3 | 5.49 | 52.6 Mil | — |
Columbia Small Cap Value I Inst3 | 5.30 | 50.8 Mil | — |
Columbia Short Duration Bond ETF | 4.96 | 47.5 Mil | — |
Columbia International Div Inc Inst3 | 4.88 | 46.7 Mil | — |