Columbia Income Builder Fund Q3 2025 Commentary
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Columbia Threadneedle Investments978 FollowersFollow5ShareSavePlay(10min)CommentsSummaryColumbia Income Builder Fund Institutional Class shares returned 3.59% for the third quarter. The fund’s blended benchmark returned 2.83% for the same period.The fund’s long-term strategic allocation provided the vast majority of outperformance, specifically driven by exposure to small-cap value stocks, convertibles, and emerging-market debt.From a portfolio positioning perspective, we are maintaining our overweight to the agency-mortgage space. FREDERICA ABAN/iStock via Getty Images Share Class Symbol A RBBAX C RBBCX Institutional CBUZX Institutional 2 CKKRX Institutional 3 CIBYX R CBURX Click to enlarge There’s a striking tension in the macro story that emerges from data forThis article was written byColumbia Threadneedle Investments978 FollowersFollowColumbia Threadneedle Investments is a leading global asset management group that provides a broad range of actively managed investment strategies and solutions for individual, institutional and corporate clients around the world.
Columbia Threadneedle Investments is the global asset management group of Ameriprise Financial, Inc. (NYSE: AMP). For more information please visit columbiathreadneedleus.com.