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 11.85 / −0.42 %
- Total Assets 949.8 Mil
-
Adj. Expense Ratio
- Expense Ratio 0.970%
- 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 3.90%
- Turnover 22%
USD | NAV as of Oct 04, 2024 | 1-Day Return as of Oct 04, 2024, 10:29 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 84.4
Top 10 Holdings
|
% Portfolio Weight
|
Market Value USD
|
Sector
|
---|---|---|---|
Columbia Quality Income Inst3 | 26.73 | 257.0 Mil | — |
Columbia High Yield Bond Inst3 | 8.40 | 80.8 Mil | — |
Columbia Mortgage Opportunities Inst3 | 7.83 | 75.3 Mil | — |
Columbia Corporate Income Inst3 | 6.72 | 64.6 Mil | — |
Columbia Emerging Markets Bond Inst3 | 6.69 | 64.4 Mil | — |
Columbia Dividend Income Inst3 | 6.61 | 63.6 Mil | — |
Columbia Floating Rate Inst3 | 5.86 | 56.4 Mil | — |
Columbia Small Cap Value I Inst3 | 5.41 | 52.1 Mil | — |
Columbia International Div Inc Inst3 | 5.08 | 48.9 Mil | — |
Columbia Short Duration Bond ETF | 5.04 | 48.5 Mil | — |