CBURX Mutual Fund

CBURX Mutual Fund (Columbia Income Builder Fund Class R) is managed by Columbia Threadneedle Investments with $7.8M in net assets. CBURX expense ratio is 1.21%, holding 16 positions across various sectors. Inception date: 2010-09-27.

CBURX performance shows a YTD return of 1.43%. The 1-year return is 3.40% and the 5-year return is 2.84%. CBURX dividend yield stands at 3.75%, paid monthly.

CBURX top holdings include Columbia US Government Mortgage Columbia Quality Income Fund (27.7%), Columbia Floating Rate-I3 (12.5%), Columbia Dividend Opport-I3 (8.0%), Columbia Mortgage Opportunities Fund (7.0%), Columbia High Yield Bond-I3 (7.0%). Go to all CBURX holdings, CBURX sectors, or CBURX dividends.

CBURX can be compared against other funds. Use CBURX overlap to find shared positions, or CBURX vs another fund for a side-by-side view. CBURX alternatives are available via the screener, along with tax-loss harvesting opportunities.