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Columbia Income Builder Inst (CBUZX)
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11.13 - YTD Return 0.88%
- Expense Ratio 0.70%
- Category Allocation--30% to 50% Equity
- Last Cap Gain -9.00
- Morningstar Rating
- Morningstar Risk Rating Average
- Sustainability Rating --
- Net Assets 1.03B
- Beta (5Y Monthly) 0.74
- Yield 4.20%
- 5y Average Return --
- Holdings Turnover 22.00%
- Last Dividend 0.13
- Inception Date Nov 8, 2012
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
1.03B
Net Assets
2012-11-08
Inception Date
Performance Overview: CBUZX
Trailing returns as of 4/24/2024. Category is Allocation--30% to 50% Equity.
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GSFTX Columbia Dividend Income Fund
31.97
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CIOZX Columbia Income Opportunities Inst
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CSAZX Columbia Global Opportunities Inst
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AFRYX Invesco Floating Rate ESG Y
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CLQZX Columbia Disciplined Growth Inst
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-0.78%
RBBCX Columbia Income Builder C
11.15
-0.27%
SRBFX Columbia Total Return Bond Inst
29.08
-0.41%
LSIZX Columbia Strategic Income Inst
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SRHMX Columbia High Yield Municipal Inst
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Holdings: CBUZX
Top 10 Holdings (84.60% of Total Assets)
SymbolCompany% Assets
Sector Weightings
SectorCBUZX
Real Estate 18.31%
Financial Services 15.40%
Technology 12.34%
Industrials 11.95%
Healthcare 10.25%
Consumer Cyclical 7.34%
Energy 6.79%
Consumer Defensive 6.01%
Basic Materials 4.55%
Utilities 3.76%
Communication Services 3.31%
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