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Columbia Income Builder Fund (RBBCX)

11.40 -0.01 (-0.09%)
At close: 8:06 AM EDT
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DELL
  • Previous Close 11.41
  • YTD Return -0.23%
  • Expense Ratio 1.20%
  • Category Allocation--30% to 50% Equity
  • Last Cap Gain -9.00
  • Morningstar Rating
  • Morningstar Risk Rating Average
  • Sustainability Rating --
  • Net Assets 974.47M
  • Beta (5Y Monthly) 0.75
  • Yield 3.35%
  • 5y Average Return --
  • Holdings Turnover 22.00%
  • Last Dividend 0.16
  • 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--30% to 50% Equity

Fund Category

974.47M

Net Assets

2017-03-01

Inception Date

Performance Overview: RBBCX

Trailing returns as of 6/14/2024. Category is Allocation--30% to 50% Equity.

YTD Return

RBBCX
0.23%
Category
5.91%
 

1-Year Return

RBBCX
7.07%
Category
18.59%
 

3-Year Return

RBBCX
1.94%
Category
8.56%
 

5-Year Return

RBBCX
2.60%
Category
7.44%
 

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Holdings: RBBCX

Top 10 Holdings (83.55% of Total Assets)

SymbolCompany% Assets
CUGYX
Columbia Quality Income Inst3 25.59%
CHYYX
Columbia High Yield Bond Inst3 8.87%
CMOYX
Columbia Mortgage Opportunities Inst3 8.70%
CEBYX
Columbia Emerging Markets Bond Inst3 8.50%
CRIYX
Columbia Corporate Income Inst3 7.02%
CSVYX
Columbia Small Cap Value I Inst3 6.45%
SBND
Columbia Short Duration Bond ETF 4.83%
CFRYX
Columbia Floating Rate Inst3 4.67%
CLSYX
Columbia International Div Inc Inst3 4.66%
CDDYX
Columbia Dividend Income Fund 4.25%

Sector Weightings

SectorRBBCX
Real Estate   17.41%
Technology   12.55%
Industrials   11.47%
Healthcare   10.20%
Energy   7.51%
Utilities   3.81%

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Research Reports: RBBCX

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