About CBURX
Columbia Income Builder Fund Class R is a multi-asset mutual fund designed to generate a balanced stream of income alongside moderate capital appreciation. The fund invests across income-oriented equities and diversified fixed income, allocating dynamically among underlying Columbia strategies spanning dividend-focused stocks, investment-grade and high-yield corporate bonds, floating-rate loans, mortgages, emerging-markets debt, and short-duration instruments. It targets a moderately conservative allocation profile with medium credit quality and limited interest-rate sensitivity, aiming to deliver a higher yield than similar allocation peers while managing risk through broad asset class exposure and active oversight. The portfolio is implemented primarily through Columbia Threadneedle affiliated funds and ETFs, resulting in a concentrated top-holdings profile that reflects its core building blocks across quality income, dividend equity, and multi-sector bond sleeves. Positioned for investors seeking diversified income from multiple sources, the fund’s role in the market is to provide a single-fund solution that blends equity dividends with bond coupons, offering steady cash flow potential and risk-aware total return within a retirement-focused share class structure.
Fund Family Columbia Threadneedle
Category Allocation--15% to 30% Equity
Performance Rating Above Average
Risk Rating Above Average
Stock Exchange NASDAQ
Ticker Symbol CBURX
Share Class Class R
Index Index is not available on Lipper Database
CBURX had a total return of 8.31% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.04%.
