About CIBYX
Columbia Income Builder Fund Institutional 3 Class is a multi-asset mutual fund designed to deliver both a high level of current income and long-term capital growth. The fund employs a diversified approach by investing across a broad array of income-generating asset classes, including fixed income securities, dividend-paying equities, real estate investment trusts (REITs), convertibles, and alternative investments. Its flexible allocation strategy allows the portfolio management team to tactically adjust exposure to different asset classes in response to shifting market conditions, aiming to enhance risk-adjusted returns.
A core objective of the fund is to help investors maintain purchasing power by seeking net asset value growth that outpaces inflation. The fund is tailored for institutional investors seeking a blend of income and stability, combined with prudent risk management. Over time, it has demonstrated competitive long-term returns compared to its blended benchmark, underpinned by an adaptive asset allocation process and rigorous research. This fund plays a significant role for investors who require a reliable income stream, diversified sources of return, and protection against inflation within one comprehensive solution.
Fund Family Columbia Threadneedle
Category Allocation--15% to 30% Equity
Performance Rating Above Average
Risk Rating High
Stock Exchange NASDAQ
Ticker Symbol CIBYX
Share Class Institutional 3 Class
Index Index is not available on Lipper Database
CIBYX had a total return of 8.57% in the past year, including dividends. Since the fund's
inception, the average annual return has been 5.16%.
