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 A RBBAX
- NAV / 1-Day Return 11.37 / −0.09 %
- Total Assets 987.4 Mil
-
Adj. Expense Ratio
- 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 4.13%
- Turnover 22%
USD | NAV as of May 17, 2024 | 1-Day Return as of May 17, 2024, 10:16 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.
People Pillar
Parent Pillar
- Current Portfolio Date
- Equity Holdings —
- Bond Holdings —
- Other Holdings —
- % Assets in Top 10 Holdings 83.5
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Quality Income Inst3 | 25.59 | 248.6 Mil | — |
Columbia High Yield Bond Inst3 | 8.87 | 86.1 Mil | — |
Columbia Mortgage Opportunities Inst3 | 8.70 | 84.5 Mil | — |
Columbia Emerging Markets Bond Inst3 | 8.50 | 82.5 Mil | — |
Columbia Corporate Income Inst3 | 7.02 | 68.2 Mil | — |
Columbia Small Cap Value I Inst3 | 6.45 | 62.6 Mil | — |
Columbia Short Duration Bond ETF | 4.83 | 46.9 Mil | — |
Columbia Floating Rate Inst3 | 4.67 | 45.4 Mil | — |
Columbia International Div Inc Inst3 | 4.66 | 45.3 Mil | — |
Columbia Dividend Income Inst3 | 4.25 | 41.3 Mil | — |