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 (16), 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 | 4.27% | |||
| Dividend | CBUZX-NASDAQ | Click to Compare |
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| Dividend Yield (Forward) | 2.98% | |||
| Asset Allocation | CBUZX-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 | CBUZX-NASDAQ | Click to Compare |
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| 7-Day Total Return | 0.25% | |||
| 30-Day Total Return | 1.73% | |||
| 60-Day Total Return | -1.13% | |||
| 90-Day Total Return | -1.25% | |||
| Year to Date Total Return | 4.01% | |||
| 1-Year Total Return | 5.68% | |||
| 2-Year Total Return | 15.57% | |||
| 3-Year Total Return | 31.88% | |||
| 5-Year Total Return | 16.39% | |||
| 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 | $12.39 | |||
| 1-Month Low NAV | $12.23 | |||
| 1-Month High NAV | $12.41 | |||
| 52-Week Low NAV | $12.19 | |||
| 52-Week Low NAV (Date) | Nov 20, 2025 | |||
| 52-Week High NAV | $12.74 | |||
| 52-Week High Price (Date) | Aug 25, 2026 | |||
| Beta / Standard Deviation | CBUZX-NASDAQ | Click to Compare |
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| Beta | 1.15 | |||
| Standard Deviation | 6.96 | |||
| Balance Sheet | CBUZX-NASDAQ | Click to Compare |
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| Total Assets | 790.97M | |||
| Operating Ratios | CBUZX-NASDAQ | Click to Compare |
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| Expense Ratio | 0.71% | |||
| Turnover Ratio | 12.00% | |||
| Performance | CBUZX-NASDAQ | Click to Compare |
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| Last Bull Market Total Return | 13.17% | |||
| Last Bear Market Total Return | -7.87% | |||