Columbia Income Builder Fund Institutional 2 Class
CKKRX
NASDAQ
| Weiss Ratings | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Rating | ||||
| Reward Index | Weak | |||
| Reward Grade | D+ | |||
| Risk Index | Fair | |||
| Risk Grade | C | |||
| Company Info | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Provider | Columbia Threadneedle | |||
| Manager/Tenure (Years) | Gene R. Tannuzzo (15), Alex Christensen (4) | |||
| Website | http://www.columbiathreadneedleus.com | |||
| Fund Information | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Fund Name | Columbia Income Builder Fund Institutional 2 Class | |||
| Category | Conservative Allocation | |||
| Sub-Category | Cautious Allocation | |||
| Prospectus Objective | Growth and Income | |||
| Inception Date | Nov 08, 2012 | |||
| Open/Closed To New Investors | Open | |||
| Minimum Initial Investment | 0.00 | |||
| Minimum Subsequent Investment | -- | |||
| Front End Fee | -- | |||
| Back End Fee | -- | |||
| Dividends and Shares | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield | 4.00% | |||
| Dividend | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Dividend Yield (Forward) | 3.24% | |||
| Asset Allocation | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Cash | 3.49% | |||
| Stock | 23.78% | |||
| U.S. Stock | 17.80% | |||
| Non-U.S. Stock | 5.98% | |||
| Bond | 69.89% | |||
| U.S. Bond | 57.90% | |||
| Non-U.S. Bond | 11.99% | |||
| Preferred | 0.50% | |||
| Convertible | 2.05% | |||
| Other Net | 0.29% | |||
| Price History | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 7-Day Total Return | -0.03% | |||
| 30-Day Total Return | 1.62% | |||
| 60-Day Total Return | 1.50% | |||
| 90-Day Total Return | 3.73% | |||
| Year to Date Total Return | 7.65% | |||
| 1-Year Total Return | 6.71% | |||
| 2-Year Total Return | 20.03% | |||
| 3-Year Total Return | 22.18% | |||
| 5-Year Total Return | 22.25% | |||
| Price | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| 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 | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Nav | $12.16 | |||
| 1-Month Low NAV | $12.05 | |||
| 1-Month High NAV | $12.22 | |||
| 52-Week Low NAV | $11.27 | |||
| 52-Week Low NAV (Date) | Apr 08, 2025 | |||
| 52-Week High NAV | $12.22 | |||
| 52-Week High Price (Date) | Aug 22, 2025 | |||
| Beta / Standard Deviation | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Beta | 1.18 | |||
| Standard Deviation | 9.15 | |||
| Balance Sheet | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Total Assets | 840.48M | |||
| Operating Ratios | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Expense Ratio | 0.70% | |||
| Turnover Ratio | 18.00% | |||
| Performance | CKKRX-NASDAQ | Click to Compare |
Click to Compare |
Click to Compare |
| Last Bull Market Total Return | 10.16% | |||
| Last Bear Market Total Return | -7.83% | |||