RBBAX

Active

Columbia Income Builder Fund

Category: Other (5,046 funds)

Expense Ratio

0.97%

Annual Cost per $10K

$97.00

30-Year Fee Drag per $10K

$18,198

at 7% annual return

Fund Type

Mutual Fund

Active

Trailing 12-Month

+9.43%

Asset Allocation

US Equity

17%

Intl Equity

US Bond

59%

Intl Bond

13%

Cash

Fee Comparison

RBBAX

0.97%

Other average

0.99%

Other cheapest

FCDSX

0.00%

Index benchmark

0.03%

2% cheaper than category average

Historical Returns

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

+29.65%3Y

Compare to

Fee Impact Calculator

Investment

Years

Annual Return

RBBAX at 0.97%$289,623

At index rates (0.03%)$377,424

Zero fees (theoretical)$380,613

Total fee drag$90,990

Cost vs index fund−$87,801

Similar Funds (100)

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

Ticker	Name	ER	1yr	3yr	5yr
RBBAX	Columbia Income Builder Fund	0.97%	+9.43%	+9.04%	+4.46%
FNCFX	Franklin Income Fund	0.41%	+7.15%	+11.41%	+9.96%
CBURX	Columbia Income Builder Fund	1.22%	+9.19%	+8.81%	+4.20%
FPCIX	Strategic Advisers Core Income Fund	0.33%	+3.89%	+3.62%	-0.16%
VTINX	VANGUARD TARGET RETIREMENT INCOME FUND	0.08%	+7.89%	+10.30%	+4.55%
FIWGX	Strategic Advisers Fidelity Core Income Fund	0.16%	+3.62%	+3.67%	+0.28%
FFFCX	Fidelity Freedom 2010 Fund	0.46%	+6.99%	+9.79%	+4.43%
PFIFX	SAM Flexible Income Portfolio	1.80%	+9.01%	+9.08%	+4.36%
FFFAX	Fidelity Freedom Retirement Fund	0.24%	+6.27%	+8.28%	+3.27%
FAGIX	Fidelity Capital and Income Fund	0.90%	+12.77%	+12.18%	+9.03%
VTWNX	VANGUARD TARGET RETIREMENT 2020 FUND	0.08%	+8.58%	+11.97%	+6.02%
GIOSX	Guggenheim Macro Opportunities Fund	0.93%	+6.54%	+8.75%	+4.45%
PIINX	PIMCO Income Fund	1.08%	+6.98%	+8.60%	+4.02%
LBNOX	LORD ABBETT BOND DEBENTURE FUND INC	0.62%	+6.31%	+8.05%	+3.44%
FAUDX	Strategic Advisers Short Duration Fund	0.20%	+5.04%	+5.12%	+2.85%
VRP	Invesco Variable Rate Preferred ETF	0.50%	+7.56%	+8.62%	+5.19%
PALTX	Principal LifeTime Strategic Income Fund	1.06%	+9.19%	+9.49%	+4.04%
GGKPX	Goldman Sachs Income Builder Fund	0.48%	+10.00%	+11.07%	+8.02%
VWIAX	VANGUARD WELLESLEY INCOME FUND	0.16%	+6.15%	+9.67%	+5.22%
ESFHX	Eaton Vance Floating-Rate & High Income Fund	0.75%	+5.26%	+8.64%	+5.88%
FADMX	Fidelity Advisor Strategic Income Fund	0.65%	+6.54%	+8.85%	+3.89%
FATVX	Fidelity Freedom Index 2015 Fund	0.04%	+7.66%	—	—
POAAX	Aristotle Portfolio Optimization Conservative Fund	1.11%	+6.54%	—	—
MWTNX	TCW METWEST TOTAL RETURN BOND FUND	0.57%	+2.45%	+4.81%	-0.83%
JNBZX	JPMorgan Income Builder Fund	0.52%	+11.45%	+11.08%	+6.57%
PLFJX	Principal LifeTime 2020 Fund	0.76%	+10.12%	+10.67%	+6.20%
FFOYX	Fidelity Freedom 2015 Fund	0.45%	—	—	—
TCLEX	Nuveen Lifecycle 2010 Fund	0.51%	+6.85%	+7.92%	+4.56%
DTBRX	PGIM Total Return Bond Fund	0.75%	+6.16%	+6.55%	+0.03%
IIFAX	Voya Balanced Income Portfolio	1.21%	+9.84%	+12.20%	+6.44%
JDYRX	PGIM High Yield Fund	0.74%	+8.73%	+8.45%	+4.68%
FAFAX	Fidelity Advisor Freedom Retirement Fund	0.46%	-21.26%	-39.11%	-45.05%
PSPAX	PIMCO StocksPLUS Fund	1.10%	+17.15%	+24.47%	+15.09%
PTRAX	PIMCO Total Return Fund	0.76%	+4.09%	+5.81%	-0.06%
CNSAX	Invesco Convertible Securities Fund	0.67%	+18.14%	+12.32%	+7.41%
FATYX	Fidelity Freedom Index 2020 Fund	0.05%	+8.79%	—	—
FTRLX	Federated Hermes Total Return Bond Fund	0.38%	+3.59%	+3.16%	+0.18%
FCSKX	Franklin Convertible Securities Fund	0.51%	+16.81%	+13.70%	+8.68%
PMIAX	Putnam Multi-Asset Income Fund	0.85%	+6.69%	—	—
LCFVX	Lord Abbett Convertible Fund	0.82%	+21.45%	+9.28%	+5.22%
PGCAX	PIMCO Investment Grade Credit Bond Fund	1.34%	+4.21%	+7.18%	+0.42%
DLDZX	Destinations Low Duration Fixed Income Fund	0.79%	+4.90%	+6.30%	+4.97%
PCBFX	SAM Conservative Balanced Portfolio	0.87%	+10.79%	+11.18%	+6.23%
JMTNX	Janus Henderson Multi-Sector Income Fund	0.88%	+7.00%	+8.94%	+3.87%
FIQVX	Fidelity Convertible Securities Fund	0.60%	+19.13%	+11.26%	+9.04%
LTAPX	Principal LifeTime 2015 Fund	0.75%	+8.96%	+9.36%	+4.87%
VASIX	VANGUARD LIFESTRATEGY INCOME FUND	0.11%	+8.98%	+8.49%	+2.72%
HIGFX	American High Income Trust	0.32%	+7.58%	+11.27%	+7.08%
BBCPX	Bridge Builder Core Plus Bond Fund	0.16%	+3.91%	+6.14%	+0.79%
LDLTX	Lord Abbett Short Duration Income Fund	0.38%	+5.66%	+4.95%	+2.69%
VAADX	Virtus Convertible Fund	0.62%	+24.25%	+14.76%	—
PTOAX	PIMCO StocksPLUS Absolute Return Fund	1.35%	+18.06%	+25.48%	+15.47%
PGBAX	Diversified Income Fund	1.06%	+6.66%	+7.47%	+4.53%
CVSCX	Calamos Market Neutral Income Fund	1.97%	+6.47%	+7.07%	+4.09%
FACFX	Fidelity Advisor Freedom 2010 Fund	0.46%	-20.75%	-38.28%	-44.47%
FAHDX	Fidelity Advisor Capital and Income Fund	1.18%	-4.65%	-23.77%	-28.98%
ISFAX	Lord Abbett Multi-Asset Income Fund	1.39%	+8.01%	+8.45%	+5.38%
GNCFX	Goldman Sachs Multi-Manager Non-Core Fixed Income Fund	0.70%	+10.11%	+10.97%	+4.44%
FATUX	Fidelity Freedom Index 2010 Fund	0.04%	+6.55%	—	—
GDMZX	Defensive Market Strategies Fund	0.92%	+8.26%	+12.07%	+7.54%
FPIOX	Strategic Advisers Income Opportunities Fund	0.53%	+8.90%	+8.92%	+5.18%
FSMUX	Strategic Advisers Municipal Bond Fund	0.19%	-0.43%	+2.92%	—
TLTIX	Nuveen Lifecycle Index 2010 Fund	0.18%	+7.45%	+8.28%	+4.71%
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	0.49%	+8.21%	+8.86%	+4.39%
PHYAX	PIMCO High Yield Fund	0.85%	+6.34%	+9.90%	+4.41%
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	0.04%	+5.84%	+5.44%	+2.21%
APDFX	Artisan High Income Fund	0.80%	+8.03%	+11.12%	+6.84%
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	0.04%	+5.91%	+6.01%	+0.90%
HOBEX	Holbrook Income Fund	1.31%	+7.24%	+6.76%	+5.51%
RNDLX	RiverNorth/DoubleLine Strategic Income Fund	1.77%	+4.59%	+7.94%	+2.95%
TCFPX	Nuveen Lifecycle 2015 Fund	0.37%	+7.02%	+8.21%	+4.91%
PDINX	Putnam Diversified Income Trust	0.66%	+6.28%	+7.00%	+2.70%
NCIDX	Columbia Convertible Securities Fund	0.79%	—	—	—
LUBOX	Lord Abbett Ultra Short Bond Fund	0.24%	+5.33%	+5.48%	+3.17%
PHJMX	Principal LifeTime Hybrid 2015 Fund	0.36%	+10.39%	+10.17%	+5.63%
FAPIX	Fidelity Freedom Index Retirement Fund	0.05%	+6.02%	+8.13%	+3.01%
FATKX	Fidelity Freedom 2020 Fund	0.28%	+9.58%	+13.40%	+6.69%
GSOPX	Goldman Sachs Dynamic Bond Fund	0.77%	+6.66%	+9.03%	+4.61%
TLFIX	Nuveen Lifecycle Index 2015 Fund	0.25%	+7.98%	+8.95%	+5.22%
FSHGX	Fidelity SAI High Income Fund	0.71%	+9.82%	+10.06%	—
MSTRX	Morningstar Total Return Bond Fund$1M min	0.55%	+5.86%	+5.60%	-0.75%
TAAJX	Transamerica Asset Allocation - Conservative Portfolio	0.91%	+11.91%	+10.75%	—
SPSB	SPDR Portfolio Short Term Corporate Bond ETF	0.04%	+4.84%	+5.64%	+2.46%
WAPSX	Western Asset Core Plus Bond Fund	0.42%	+2.60%	+5.35%	-1.43%
CCVCX	Calamos Convertible Fund	0.88%	+23.13%	+12.96%	+7.00%
TLWIX	Nuveen Lifecycle Index 2020 Fund	0.35%	+8.50%	+9.62%	+5.73%
ANBAX	American Funds Strategic Bond Fund	0.31%	+2.58%	+3.34%	-1.05%
AZNAX	Virtus Income & Growth Fund	1.14%	-6.20%	-31.20%	-33.87%
OWCIX	Old Westbury Credit Income Fund	0.91%	+7.27%	+6.38%	+0.94%
FFBHX	Fidelity Freedom Blend 2010 Fund	1.41%	+6.96%	+9.75%	—
USIG	iShares Broad USD Investment Grade Corporate Bond ETF	0.04%	+4.26%	+4.89%	+0.19%
WCFRX	Virtus Westchester Credit Event Fund	1.83%	+6.31%	+7.86%	+2.56%
FSHNX	Fidelity Series High Income Fund	0.12%	+10.39%	+10.28%	+5.99%
QHI2Q	VIP High Income Portfolio	0.91%	+8.71%	+10.32%	+4.65%
USHY	iShares Broad USD High Yield Corporate Bond ETF	0.15%	+8.26%	+10.15%	+5.43%
MAFRX	Victory Pioneer Multi-Asset Ultrashort Income Fund	0.58%	—	—	—
MINT	PIMCO Enhanced Short Maturity Active Exchange-Traded Fund	0.36%	+4.96%	+5.52%	+2.94%
PSFAX	PIMCO Short-Term Fund	0.73%	+5.03%	+5.38%	+2.97%
CMBKX	American Funds Multi-Sector Income Fund	0.70%	+5.60%	+9.36%	+3.54%
PSTQX	PGIM Short-Term Corporate Bond Fund	0.38%	+5.04%	+6.53%	+2.39%
NEZNX	Loomis Sayles Strategic Income Fund	0.62%	+7.06%	+9.26%	+3.96%

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