Columbia Income Builder Fund Quote
CBUZX Fund | USD 11.96 0.01 0.08% |
PerformanceSolid
| Odds Of DistressLow
|
Columbia Income is trading at 11.96 as of the 19th of July 2025; that is 0.08% up since the beginning of the trading day. The fund's open price was 11.95. Columbia Income has less than a 14 % chance of experiencing some financial distress in the next two years of operation and had a solid performance during the last 90 days. The performance scores are derived for the period starting the 20th of April 2025 and ending today, the 19th of July 2025. Click here to learn more.
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 , representing different asset classes, potentially including an allocation to alternative investment strategies. More on Columbia Income Builder
Moving together with Columbia Mutual Fund
Columbia Mutual Fund Highlights
Fund Concentration | Columbia Funds, Large Value Funds, Allocation--15% to 30% Equity Funds, Allocation--15% to 30% Equity, Columbia (View all Sectors) |
Update Date | 30th of June 2025 |
Columbia Income Builder [CBUZX] is traded in USA and was established 19th of July 2025. Columbia Income is listed under Columbia category by Fama And French industry classification. The fund is listed under Allocation--15% to 30% Equity category and is part of Columbia family. This fund currently has accumulated 1.24 B in assets under management (AUM) with no minimum investment requirementsColumbia Income Builder is currently producing year-to-date (YTD) return of 5.72% with the current yeild of 0.04%, while the total return for the last 3 years was 6.65%.
Check Columbia Income Probability Of Bankruptcy
Instrument Allocation
Sector Allocation
Investors will always prefer to have their portfolios divercified against different sectors. The broad sector allocation increases the possibility of making a profit or at least avoiding a loss. However, this may also reduce the expected return on Columbia Mutual Fund. Generally, it depends on diversification level and type but usually, the broader the sector allocation, the less risk can be expected from holding Columbia Mutual Fund, and the less return is expected.
Institutional investors that are interested in enforcing a sector tilt in their portfolio can use exchange-traded funds, such as Columbia Income Builder Mutual Fund, as a low-cost alternative to building a custom portfolio. So, using sector ETFs to diversify your portfolio can be a profitable strategy. However, no matter what sectors are desirable at a given time, no single industry should ever make up more than 20 percent of your stock portfolio.
Top Columbia Income Builder Mutual Fund Constituents
CDDYX | Columbia Dividend Income | Mutual Fund | Large Value | |
CDOYX | Columbia Dividend Opportunity | Mutual Fund | Large Value | |
CEBYX | Columbia Emerging Markets | Mutual Fund | Emerging Markets Bond | |
CFRYX | Columbia Floating Rate | Mutual Fund | Bank Loan | |
CHYYX | Columbia High Yield | Mutual Fund | High Yield Bond | |
CLDYX | Columbia Limited Duration | Mutual Fund | Short-Term Bond | |
CMOYX | Columbia Mortgage Opportunities | Mutual Fund | Nontraditional Bond | |
CRIYX | Columbia Porate Income | Mutual Fund | Corporate Bond |
Columbia Income Builder Risk Profiles
Mean Deviation | 0.246 | |||
Standard Deviation | 0.3339 | |||
Variance | 0.1115 | |||
Downside Variance | 0.1626 |
Columbia Income Against Markets
Other Information on Investing in Columbia Mutual Fund
Columbia Income financial ratios help investors to determine whether Columbia Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Columbia with respect to the benefits of owning Columbia Income security.
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