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Columbia Income Builder Fund Class A (RBBAX)

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11.69 +0.02    +0.17%
01/04 - Delayed Data. Currency in USD
  • Morningstar Rating:
  • Total Assets: 577.56M
Type:  Fund
Market:  United States
Issuer:  Columbia
Asset Class:  Equity
Columbia Income Builder A 11.69 +0.02 +0.17%

RBBAX Overview

 
On this page you'll find an in-depth profile of Columbia Income Builder Fund Class A. Learn about the key management, total assets, investment strategy and contact information of RBBAX among other information.
Category

Allocation--15% to 30% Equity

Total Assets

577.56M

Expenses

0.38%

Inception Date

38764

Investment Strategy

The investment seeks a high level of current income and growth of capital. The fund is a "fund of funds" and seeks to achieve its objective by investing in a combination of underlying funds, including mutual funds and exchange-traded funds (ETFs), representing different asset classes, potentially including an allocation to alternative investment strategies. It normally invests in each asset class within the following target asset allocation ranges: Equity 0-35%, Fixed Income 55-100%, Cash 0-15%, Alternative and Other Strategies 0-20%. It is non-diversified.

Contact Information

Address P.O. Box 8081
Boston,MA 02266-8081
United States
Phone +1 8003456611

Top Executives

Name Title Since Until
Alex Christensen Portfolio Manager 2021 Now
Biography 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.
Gene R. Tannuzzo Sector Manager 2010 Now
Biography Gene Tannuzzo is a Senior Portfolio Manager and Deputy Global Head of Fixed Income at Columbia Threadneedle Investments. He is involved in the management and oversight of the firm’s fixed income business in North America and EMEA. He joined Columbia Threadneedle Investments in 2003 and moved into the role of portfolio manager in 2007. In this role, he leads the fixed-income asset allocation committee and serves as lead portfolio manager for the Strategic Income and Income Builder strategies. He is also a member of the portfolio management team for Core and Core Plus strategies and institutional portfolios. Prior to this, he was a member of the municipal bond team. Mr. Tannuzzo received a BSB. and MBA from the University of Minnesota, Carlson School of Management. In addition, he holds Chartered Financial Analyst® designation.
Colin J. Lundgren Co-Portfolio Manager 2006 2021
Biography Colin Lundgren is Global Head of Fixed Income at Columbia Threadneedle Investments. In this role, Mr. Lundgren is responsible for investment oversight of managed and owned fixed-income portfolios, leading a global team of experienced investment professionals. Prior to his current role, he served as Deputy Global Head of Fixed Income and Head of US Fixed Income. Mr. Lundgren has experience as a sector leader for institutional fixed-income and asset allocation products. In addition, he held positions of responsibility for the development and operation of enhanced equity index products, fixed-income quantitative analysis, mortgage analysis and management of the investment statistical analysis group. Mr. Lundgren joined one of the Columbia Threadneedle Investments legacy firms in 1986 and has been a member of the investment community since then. Mr. Lundgren received a B.A. in political science from Lake Forest College. He is a member of the CFA Society of Minnesota and holds the Chartered Financial Analyst® designation.
Zach Pandl Portfolio Manager 2013 2015
Biography Zach Pandl, portfolio manager of the Columbia Management Investment Adv LLC; associated with the Investment Manager as an investment professional since 2012. Prior to 2012, Mr. Pandl was a senior economist at Goldman Sachs and was an economist at Nomura Securities from 2009-2011 and Lehman Brothers from 2006-2008. Mr. Pandl began his investment career in 2006 and earned a B.S. from the University of St. Thomas, Minnesota and an M.S. from New York University.
Dimitris J. Bertsimas Senior Portfolio Manager 2006 2011
Biography Dr. Bertsimas is a founding partner of Alpha Dynamics and is responsible for overseeing the firm’s business activities. He is the Boeing Professor and co-director of the Operations Research Center at the Massachusetts Institute of Technology (MIT), where he has been a member of the faculty since 1988. Formerly a Senior Portfolio manager and the head of quantitative investments at RiverSource Investments where he was responsible for managing $12 billion in mutual funds, separate accounts, and hedge funds. In 1998 Dr. Bertsimas co-founded Dynamic Ideas LLC whose assets were sold to American Express in 2002. He has over 20 years of investment management experience and has served as a consultant to well-known investment managers. He has received numerous research awards and he is a member of the National Academy of Engineering. Dr. Bertsimas has written over 130 papers in optimization, data mining, applied probability and quantitative finance and he has written 3 textbooks that are used in over 40 universities around the world. Dr. Bertsimas has a PhD in Applied Mathematics and Operations Research from MIT. He holds the Series 7 and 63.
Erol Sonderegger Portfolio Manager, quantitative Analyst, Manager 2006 2008
Biography Sonderegger is a portfolio manager of the company. He was employed by RiverSource Investments from 1999 to 2001 as a manager for the Fixed Income Support Team and from 2003 to 2005 as a quantitative analyst.
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