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Columbia Income Builder Inst2 (CKKRX)

11.27
-0.07
(-0.62%)
At close: 8:00:25 PM EDT
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  • Previous Close 11.34
  • YTD Return 2.05%
  • Expense Ratio 0.70%
  • Category Allocation--15% to 30% Equity
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating --
  • Sustainability Rating --
  • Net Assets 854.09M
  • Beta (5Y Monthly) 0.78
  • Yield 4.05%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.12
  • Inception Date Mar 1, 2017

The fund is a "fund of funds" and seeks to achieve its objective by investing in a combination of underlying funds, including mutual funds and exchange-traded funds (ETFs), representing different asset classes, potentially including an allocation to alternative investment strategies. It normally invests in each asset class within the following target asset allocation ranges: Equity 0-35%, Fixed Income 55-100%, Cash 0-15%, Alternative and Other Strategies 0-20%. It is non-diversified.

Columbia Threadneedle

Fund Family

Allocation--15% to 30% Equity

Fund Category

854.09M

Net Assets

2017-03-01

Inception Date

Performance Overview: CKKRX

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Trailing returns as of 4/7/2025. Category is Allocation--15% to 30% Equity.

YTD Return

CKKRX
2.05%
Category
3.28%
 

1-Year Return

CKKRX
6.43%
Category
11.74%
 

3-Year Return

CKKRX
2.54%
Category
6.56%
 

5-Year Return

CKKRX
6.00%
Category
5.38%
 

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Holdings: CKKRX

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Sector Weightings

SectorCKKRX
Real Estate   14.02%
Technology   12.99%
Healthcare   10.44%
Industrials   10.40%
Energy   6.33%
Utilities   4.12%

Recent News: CKKRX

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Research Reports: CKKRX

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