CBUZX Mutual Fund
CBUZX Mutual Fund
CBUZX Mutual Fund
Columbia Income Builder Fund Class I
CBUZX Mutual Fund Overview
CBUZX Mutual Fund (Columbia Income Builder Fund Class I) is managed by Columbia Threadneedle Investments with $156.7M in net assets. CBUZX expense ratio is 0.71%, holding 16 positions across various sectors. Inception date: 2010-09-27.
CBUZX performance shows a YTD return of 1.74%. The 1-year return is 3.86% and the 5-year return is 3.29%. CBUZX dividend yield stands at 4.29%, paid monthly.
CBUZX 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 CBUZX holdings, CBUZX sectors, or CBUZX dividends.
CBUZX can be compared against other funds. Use CBUZX overlap to find shared positions, or CBUZX vs another fund for a side-by-side view. CBUZX alternatives are available via the screener, along with tax-loss harvesting opportunities.