Seeks to balance three key objectives: maximize yield, help protect purchasing power and minimize downside risk. The Fund provides an all-in-one solution by investing in a mix of asset classes with the following target ranges:
Fixed Income: 55–100%
Our Portfolio Managers
Colin Lundgren, CFA
Gene P. Tannuzzo, CFA
Class Z shares. Ratings as of 12/31/2013
Average annual total returns on NAV
Performance as of 12/31/2013
1 Year total return
3 Year total return
5 Year total return
10 Year total return
Columbia Income Builder Fund,
Russell 3000 Value Index
Barclays US Aggregate Index
Citigroup 3M Treasury Bill Index
65% Barc Agg/25% Russell 3000 Value/10% Citi 3 Mnth Tbill
See More Pricing and Performance Information
It is not possible to invest directly in an index. For index descriptions, click here. Gross expense ratios, as of the most recent fund prospectus: 0.84%.
The returns shown for periods prior to the share class inception date (including returns since inception, which are since fund inception) include the returns of the fund’s oldest share class. These returns are adjusted to reflect any higher class-related operating expenses of the newer share classes, as applicable. Please visit columbiamanagement.com/mutual-funds/appended-performance for more information.
The investment manager and certain of its affiliates have contractually (for at least the current fiscal year) and/or voluntarily agreed to waive certain fees and/or to reimburse certain expenses of the Fund, as described in the Fund's prospectus, unless sooner terminated at the sole discretion of the Fund's board. Voluntary waivers/reimbursement arrangements, if any, may be discontinued at any time. Without such waivers/reimbursements, the Fund’s returns would be lower.