CBUZX

ActiveMin. $1M

Columbia Income Builder Fund

Category: Other (5,046 funds)

Expense Ratio
0.72%
Annual Cost per $10K
$72.00
30-Year Fee Drag per $10K
$13,957
at 7% annual return
Fund Type
Mutual Fund
Active · Min: $1M
Trailing 12-Month
+9.71%

Asset Allocation

US Equity
17%
Intl Equity
7%
US Bond
59%
Intl Bond
13%
Cash
3%

Fee Comparison

CBUZX
0.72%
Other average
0.99%
Other cheapest
0.00%
Index benchmark
0.03%

27% cheaper than category average

Historical Returns

Monthly total returns (dividends reinvested) from SEC N-PORT filings · As of October 2025 · Updated quarterly

+30.67%3Y
Compare to

Fee Impact Calculator

$
%
CBUZX at 0.72%$310,825
At index rates (0.03%)$377,424
Zero fees (theoretical)$380,613
Total fee drag$69,787
Cost vs index fund−$66,599

Similar Funds (100)

Ranked by allocation similarity weighted by fund size · Returns (dividends reinvested) from SEC N-PORT filings · As of October 2025

TickerNameER
CBUZXColumbia Income Builder Fund0.72%
FNCFXFranklin Income Fund0.41%
FPCIXStrategic Advisers Core Income Fund0.33%
VTINXVANGUARD TARGET RETIREMENT INCOME FUND0.08%
RBBAXColumbia Income Builder Fund0.97%
FIWGXStrategic Advisers Fidelity Core Income Fund0.16%
FFFAXFidelity Freedom Retirement Fund0.24%
FFFCXFidelity Freedom 2010 Fund0.46%
VTWNXVANGUARD TARGET RETIREMENT 2020 FUND0.08%
FAGIXFidelity Capital and Income Fund0.90%
GIOSXGuggenheim Macro Opportunities Fund0.93%
FAUDXStrategic Advisers Short Duration Fund0.20%
PFIFXSAM Flexible Income Portfolio1.80%
LBNOXLORD ABBETT BOND DEBENTURE FUND INC0.62%
PIINXPIMCO Income Fund1.08%
VRPInvesco Variable Rate Preferred ETF0.50%
GGKPXGoldman Sachs Income Builder Fund0.48%
VWIAXVANGUARD WELLESLEY INCOME FUND0.16%
FATVXFidelity Freedom Index 2015 Fund0.04%
ESFHXEaton Vance Floating-Rate & High Income Fund0.75%
PALTXPrincipal LifeTime Strategic Income Fund1.06%
FADMXFidelity Advisor Strategic Income Fund0.65%
JNBZXJPMorgan Income Builder Fund0.52%
MWTNXTCW METWEST TOTAL RETURN BOND FUND0.57%
TCLEXNuveen Lifecycle 2010 Fund0.51%
FAFAXFidelity Advisor Freedom Retirement Fund0.46%
FFOYXFidelity Freedom 2015 Fund0.45%
PLFJXPrincipal LifeTime 2020 Fund0.76%
DTBRXPGIM Total Return Bond Fund0.75%
FATYXFidelity Freedom Index 2020 Fund0.05%
JDYRXPGIM High Yield Fund0.74%
POAAXAristotle Portfolio Optimization Conservative Fund1.11%
CNSAXInvesco Convertible Securities Fund0.67%
FTRLXFederated Hermes Total Return Bond Fund0.38%
PTRAXPIMCO Total Return Fund0.76%
FCSKXFranklin Convertible Securities Fund0.51%
PSPAXPIMCO StocksPLUS Fund1.10%
VASIXVANGUARD LIFESTRATEGY INCOME FUND0.11%
IIFAXVoya Balanced Income Portfolio1.21%
BBCPXBridge Builder Core Plus Bond Fund0.16%
FBAKXFidelity Balanced Fund0.46%
FATUXFidelity Freedom Index 2010 Fund0.04%
HIGFXAmerican High Income Trust0.32%
PMIAXPutnam Multi-Asset Income Fund0.85%
FIQVXFidelity Convertible Securities Fund0.60%
LCFVXLord Abbett Convertible Fund0.82%
LTAPXPrincipal LifeTime 2015 Fund0.75%
DLDZXDestinations Low Duration Fixed Income Fund0.79%
FACFXFidelity Advisor Freedom 2010 Fund0.46%
PCBFXSAM Conservative Balanced Portfolio0.87%
JMTNXJanus Henderson Multi-Sector Income Fund0.88%
LDLVXLord Abbett Short Duration Income Fund0.32%
VAADXVirtus Convertible Fund0.62%
TLTIXNuveen Lifecycle Index 2010 Fund0.18%
PGCAXPIMCO Investment Grade Credit Bond Fund1.34%
GNCFXGoldman Sachs Multi-Manager Non-Core Fixed Income Fund0.70%
FSMUXStrategic Advisers Municipal Bond Fund0.19%
FPIOXStrategic Advisers Income Opportunities Fund0.53%
IGSBiShares 1-5 Year Investment Grade Corporate Bond ETF0.04%
PGBAXDiversified Income Fund1.06%
FAPIXFidelity Freedom Index Retirement Fund0.05%
IGIBiShares 5-10 Year Investment Grade Corporate Bond ETF0.04%
PHJMXPrincipal LifeTime Hybrid 2015 Fund0.36%
FAHDXFidelity Advisor Capital and Income Fund1.18%
HYGiShares iBoxx $ High Yield Corporate Bond ETF0.49%
TCFPXNuveen Lifecycle 2015 Fund0.37%
PTOAXPIMCO StocksPLUS Absolute Return Fund1.35%
TLFIXNuveen Lifecycle Index 2015 Fund0.25%
GDMZXDefensive Market Strategies Fund0.92%
LUBOXLord Abbett Ultra Short Bond Fund0.24%
PHYAXPIMCO High Yield Fund0.85%
FATKXFidelity Freedom 2020 Fund0.28%
SPSBSPDR Portfolio Short Term Corporate Bond ETF0.04%
ISFAXLord Abbett Multi-Asset Income Fund1.39%
APDFXArtisan High Income Fund0.80%
PDINXPutnam Diversified Income Trust0.66%
CVSCXCalamos Market Neutral Income Fund1.97%
TLWIXNuveen Lifecycle Index 2020 Fund0.35%
MSTRXMorningstar Total Return Bond Fund$1M min0.55%
NCIDXColumbia Convertible Securities Fund0.79%
GSOPXGoldman Sachs Dynamic Bond Fund0.77%
FSHNXFidelity Series High Income Fund0.12%
USIGiShares Broad USD Investment Grade Corporate Bond ETF0.04%
FSHGXFidelity SAI High Income Fund0.71%
WAPSXWestern Asset Core Plus Bond Fund0.42%
ANBAXAmerican Funds Strategic Bond Fund0.31%
VWEAXVANGUARD HIGH-YIELD CORPORATE FUND0.22%
USHYiShares Broad USD High Yield Corporate Bond ETF0.15%
HOBEXHolbrook Income Fund1.31%
CCVCXCalamos Convertible Fund0.88%
TAAJXTransamerica Asset Allocation - Conservative Portfolio0.91%
OWCIXOld Westbury Credit Income Fund0.91%
MINTPIMCO Enhanced Short Maturity Active Exchange-Traded Fund0.36%
TLIPXNuveen Lifecycle Index Retirement Income Fund0.10%
MAFRXVictory Pioneer Multi-Asset Ultrashort Income Fund0.58%
PSTQXPGIM Short-Term Corporate Bond Fund0.38%
AZNAXVirtus Income & Growth Fund1.14%
NEZNXLoomis Sayles Strategic Income Fund0.62%
QHI2QVIP High Income Portfolio0.91%
PSFAXPIMCO Short-Term Fund0.73%
RNDLXRiverNorth/DoubleLine Strategic Income Fund1.77%

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