CBURX Mutual Fund

CBURX Mutual Fund (Columbia Income Builder Fund Class R) is managed by Columbia Threadneedle Investments with $8.3M 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 3.92%. The 1-year return is 9.56% and the 5-year return is 2.80%. CBURX dividend yield stands at 3.66%, paid monthly.

CBURX top holdings include Columbia US Government Mortgage Columbia Quality Income Fund (28.6%), Columbia High Yield Bond Fund (8.9%), Columbia Dividend Opportunity Fund (8.1%), Columbia Emerging Markets Bond Fund (7.0%), Columbia Floating Rate Fund (6.9%). 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.