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Columbia Income Builder R5 (CKKRX)

12.20 Up 0.02(0.16%) Aug 29
Prev Close:12.18
YTD Return*:4.89%
Net Assets*:1.35B
Yield*:3.73%

* As of 31-Jul-14

Quotes delayed, except where indicated otherwise. Currency in USD.

Headlines

  • No Headlines available for CKKRX at this time.

Top Holdings

Symbol% AssetsYTD Return %
Columbia Emerging Markets Bond I15.19N/A
Columbia US Government Mortgage I12.89N/A
Columbia High Yield Bond I11.77N/A
Columbia Dividend Opportunity I10.39N/A
Columbia Global Dividend Opportunity I8.01N/A

Fund Basics

Morningstar Overall Rating:
Total Assets:1.35B
Category:Conservative Allocation
Annual Report Expense Ratio (net):0.09%

Performance & Risk

YTD Return:4.89%
5y Avg Return:9.48%
Rank in Category (ytd):16
% Rank in Category (ytd):2.19%
Beta (3y):0.67
Morningstar Risk Rating:3

Fund Summary

The investment seeks a high level of current income and growth of capital. The fund is a "fund of funds" and seeks to achieve its objective by investing in a combination of underlying funds 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 Investment Strategy 0-20%. View More
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