Columbia Income Builder Fund Institutional Class
CBUZX
NASDAQ
| Weiss Ratings | CBUZX-NASDAQ | Click to Compare |
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| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CBUZX-NASDAQ | Click to Compare |
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| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Gene R. Tannuzzo (15), Alex Christensen (5) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CBUZX-NASDAQ | Click to Compare |
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| Fund Name | Columbia Income Builder Fund Institutional Class | |||
| Category | Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Sep 27, 2010 | |||
| Open/Closed To New Investors | Closed | |||
| Minimum Initial Investment | 2,000.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CBUZX-NASDAQ | Click to Compare |
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| Dividend Yield | 4.06% | |||
| Dividend | CBUZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.88% | |||
| Asset Allocation | CBUZX-NASDAQ | Click to Compare |
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| Cash | 2.51% | |||
| Stock | 24.82% | |||
| U.S. Stock | 18.44% | |||
| Non-U.S. Stock | 6.38% | |||
| Bond | 70.21% | |||
| U.S. Bond | 58.16% | |||
| Non-U.S. Bond | 12.05% | |||
| Preferred | 0.54% | |||
| Convertible | 1.63% | |||
| Other Net | 0.30% | |||
| Price History | CBUZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 1.01% | |||
| 30-Day Total Return | -1.39% | |||
| 60-Day Total Return | -0.33% | |||
| 90-Day Total Return | 1.07% | |||
| Year to Date Total Return | 1.31% | |||
| 1-Year Total Return | 11.19% | |||
| 2-Year Total Return | 18.58% | |||
| 3-Year Total Return | 26.30% | |||
| 5-Year Total Return | 16.88% | |||
| Price | CBUZX-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 | CBUZX-NASDAQ | Click to Compare |
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| Nav | $12.37 | |||
| 1-Month Low NAV | $12.21 | |||
| 1-Month High NAV | $12.62 | |||
| 52-Week Low NAV | $11.22 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.73 | |||
| 52-Week High Price (Date) | Feb 24, 2026 | |||
| Beta / Standard Deviation | CBUZX-NASDAQ | Click to Compare |
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| Beta | 1.13 | |||
| Standard Deviation | 7.06 | |||
| Balance Sheet | CBUZX-NASDAQ | Click to Compare |
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| Total Assets | 864.42M | |||
| Operating Ratios | CBUZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.72% | |||
| Turnover Ratio | 18.00% | |||
| Performance | CBUZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 10.10% | |||
| Last Bear Market Total Return | -7.87% | |||