CBUZX Mutual Fund

CBUZX Mutual Fund (Columbia Income Builder Fund Class I) is managed by Columbia Threadneedle Investments with $164.1M 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 4.17%. The 1-year return is 10.10% and the 5-year return is 3.32%. CBUZX dividend yield stands at 4.19%, paid monthly.

CBUZX 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 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.