Columbia Income Builder Inst3 (CIBYX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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Columbia Income Builder Inst3
BOSTON MA 02110
225 FRANKLIN STREET
Columbia Funds Series Trust II
612-671-4321
Management Information
,Lead Manager since February 28, 2021
Alex Christensen is an associate portfolio manager with the Multi-Sector team at Columbia Threadneedle Investments. Previously he was an associate analyst on the Global Rates and Currency team with responsibilities for supporting investment strategies with macro research and idea generation. Prior to joining one of the Columbia Threadneedle Investments firms in 2015, Mr. Christensen was an economics and finance editor at Global Risk Insights, a London-based global publication that provides political risk analysis for investors and corporations, and an equity research analyst at Craig-Hallum Capital Group, covering the consumer discretionary sector. He has been a member of the investment community since 2014. Mr. Christensen holds an MSc in Economics from the London School of Economics and a B.A. in Economics and Political Science from Washington University in St. Louis. In addition, he holds the Chartered Financial Analyst® designation.
Morningstar Style Box
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Morningstar Category
While the investment objective stated in a fund's prospectus may or may not reflect how the fund actually invests, the Morningstar category is assigned based on the underlying securities in each portfolio. Morningstar categories help investors and investment professionals make meaningful comparisons between funds. The categories make it easier to build well-diversified portfolios, assess potential risk, and identify top-performing funds. We place funds in a given category based on their portfolio statistics and compositions over the past three years. If the fund is new and has no portfolio history, we estimate where it will fall before giving it a more permanent category assignment. When necessary, we may change a category assignment based on recent changes to the portfolio.
Fund Overview
CategoryAllocation--30% to 50% Equity
Fund FamilyColumbia Threadneedle
Net Assets1.03B
YTD Return0.90%
Yield4.26%
Morningstar Rating★★
Inception DateFeb 15, 2006
Fund Operations
Last Dividend0.13
Last Cap Gain-9.00
Holdings Turnover22.00%
Average for CategoryN/A
Fees & Expenses
ExpenseCIBYXCategory Average
Annual Report Expense Ratio (net)1.70%0.72%
Prospectus Net Expense Ratio1.70%N/A
Prospectus Gross Expense Ratio1.70%N/A
Max 12b1 FeeN/AN/A
Max Front End Sales LoadN/A4.82%
Max Deferred Sales LoadN/A1.38%
3 Yr Expense Projection0N/A
5 Yr Expense Projection0N/A
10 Yr Expense Projection0N/A
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