CKKRX Mutual Fund

CKKRX Mutual Fund (Columbia Income Builder Fund Class I2) is managed by Columbia Threadneedle Investments with $15.1M in net assets. CKKRX expense ratio is 0.69%, holding 16 positions across various sectors. Inception date: 2012-11-08.

CKKRX performance shows a YTD return of 1.75%. The 1-year return is 3.86% and the 5-year return is 3.29%. CKKRX dividend yield stands at 4.29%, paid monthly.

CKKRX 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 CKKRX holdings, CKKRX sectors, or CKKRX dividends.

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