Columbia Income Builder Fund Class R
CBURX
NASDAQ
| Weiss Ratings | CBURX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CBURX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Gene R. Tannuzzo (16), Alex Christensen (5) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CBURX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Income Builder Fund Class R | |||
| Category | Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBURX-NASDAQ | Click to Compare |
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| Dividend Yield | 3.75% | |||
| Dividend | CBURX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.98% | |||
| Asset Allocation | CBURX-NASDAQ | Click to Compare |
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| Cash | 3.19% | |||
| Stock | 23.22% | |||
| U.S. Stock | 17.19% | |||
| Non-U.S. Stock | 6.03% | |||
| Bond | 71.13% | |||
| U.S. Bond | 60.92% | |||
| Non-U.S. Bond | 10.21% | |||
| Preferred | 0.70% | |||
| Convertible | 1.56% | |||
| Other Net | 0.22% | |||
| Price History | CBURX-NASDAQ | Click to Compare |
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| 7-Day Total Return | -0.81% | |||
| 30-Day Total Return | -2.68% | |||
| 60-Day Total Return | -2.53% | |||
| 90-Day Total Return | -2.77% | |||
| Year to Date Total Return | 1.76% | |||
| 1-Year Total Return | 3.14% | |||
| 2-Year Total Return | 10.49% | |||
| 3-Year Total Return | 31.14% | |||
| 5-Year Total Return | 12.63% | |||
| Price | CBURX-NASDAQ | Click to Compare |
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| Closing Price | -- | |||
| 1-Month Low Price | -- | |||
| 1-Month High Price | -- | |||
| 52-Week Low Price | -- | |||
| 52-Week Low Price (Date) | -- | |||
| 52-Week High Price | -- | |||
| 52-Week High Price (Date) | -- | |||
| NAV | CBURX-NASDAQ | Click to Compare |
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| Nav | $12.32 | |||
| 1-Month Low NAV | $12.30 | |||
| 1-Month High NAV | $12.73 | |||
| 52-Week Low NAV | $12.28 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $12.84 | |||
| 52-Week High Price (Date) | Aug 25, 2026 | |||
| Beta / Standard Deviation | CBURX-NASDAQ | Click to Compare |
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| Beta | 1.19 | |||
| Standard Deviation | 7.16 | |||
| Balance Sheet | CBURX-NASDAQ | Click to Compare |
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| Total Assets | 790.94M | |||
| Operating Ratios | CBURX-NASDAQ | Click to Compare |
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| Expense Ratio | 1.21% | |||
| Turnover Ratio | 12.00% | |||
| Performance | CBURX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 12.69% | |||
| Last Bear Market Total Return | -8.01% | |||