About RBBCX
Columbia Income Builder Fund Class C is an actively managed mutual fund designed to deliver a balance of current income and moderate capital appreciation. Structured as a diversified 'fund of funds,' it primarily invests across multiple income-generating asset classes, including a mix of fixed income instruments, dividend-paying equities, real estate investment trusts (REITs), convertible securities, and select alternative investments. This multi-asset approach is intended to provide consistent income streams while also preserving and gradually growing investor capital over time.
The fund is managed with a conservative allocation profile, typically maintaining significant exposure to U.S. bonds (about 65%), a moderate allocation to equities (around 30%), and a smaller portion held in cash or cash equivalents. Its tactical asset allocation aims to optimize risk-adjusted returns, adapting strategically in response to market trends and economic cycles. Columbia Income Builder Fund Class C holds a notable portion of assets in affiliated underlying Columbia funds, offering broad sector and geographic diversification within its portfolio. Suitable for investors seeking a reliable source of income with an emphasis on capital preservation, the fund plays a key role in income-focused investment strategies within the broader financial market.
Fund Family Columbia Threadneedle
Category Allocation--15% to 30% Equity
Performance Rating Average
Risk Rating Above Average
Stock Exchange Nasdaq
Ticker Symbol RBBCX
Share Class Class C
Index Index is not available on Lipper Database
RBBCX had a total return of 2.78% in the past year, including dividends. Since the fund's
inception, the average annual return has been 4.13%.
