Columbia Income Builder Fund

Trade Log | Mutual Funds
American Funds Capital Income Builder CAIFX Balanced 18.0 The Income Fund of America AMEFX Balanced 15.0 American Funds Global Balanced Fd GBLFX Global Balanced 5.0 Capital World Growth and Income Fund WGIFX Global Balanced 8.0 American Funds Inflation Linked Bond Fund BFIGX Intermediate-/Long-Term Bond 4.0 ... Document Retrieval

SEPTEMBER 30, 2018 Hartford Balanced Income Fund
Expressed as an annual percentage rate based on the fund's share price at the end of the 30-day period. This hypothetical income will differ (at times significantly) from the fund's actual experience; income distributions from the fund may be higher or lower than implied by the SEC yield. Asset Weighted Market Cap is the value of ... Return Doc

Columbia Government Money Market Fund - RiverSource
Columbia Government Money Market Fund (the Fund) seeks to preserve capital and to maximize liquidity and current income. FEES AND EXPENSES OF THE FUND This table describes the fees and expenses that you may pay if you buy and hold shares of the Fund. ... Fetch This Document

2017 U.S. GOVERNMENT INCOME INFORMATION
Columbia Government Money Market Fund 84.22% Columbia High Yield Bond Fund* 0.21% Columbia Income Builder Fund* 0.70% Columbia Inflation Protected Securities Fund 55.62% Columbia Limited Duration Credit Fund* 3.46% Columbia Multi-Asset Income Fund* 1.53% Columbia Short Term Bond Fund* 8.66% Columbia Short-Term Cash Fund* 29.68% Columbia ... Access Doc

An Alternative ETF Play For Rising Interest Rate Risks - YouTube
Many investors are looking for ways to hedge their fixed-income portfolios in a rising interest rate environment. Consequently, more are turning to alternative assets and exchange traded funds as ... View Video

Invesco Equity And Income Fund Fact Sheet (PDF)
The fund holdings are organized according to the Global Industry Classification Standard, which was developed by and is the exclusive property and service mark of MSCI Inc. and Standard & Poor’s. The Russell 1000 ® Value Index is an unmanaged index considered representative of large-cap value stocks. ... Doc Viewer

2016 U.S. GOVERNMENT INCOME INFORMATION
Columbia U.S. Treasury Index Fund 92.55% *This fund did not meet the minimum investment in certain government securities required to exempt the distribution from tax in California, Connecticut and New York. ... Read Full Source

Special Advertising Section MANAGEMENT COMPANY NAME LIPPER CLASSIFICATION FULL FUND NAME TICKER American Funds Mixed-Asset Target Allocation Growth Funds Capital Income Builder RIRFX ... View This Document

Janus Balanced Fund
Fund Description Janus Balanced Fund’s dynamic asset allocation strategy has the flexibility to defensively position ahead of market volatility while seeking strong risk-adjusted returns. Unlike many competitor products, where asset allocations are constrained by static targets, the Fund’s asset allocations may vary between 35% ... Read More

New Deal - Wikipedia
The New Deal was a series of programs, public work projects, financial reforms and regulations enacted by President Franklin D. Roosevelt in the United States between 1933 and 1936. It responded to needs for relief, reform and recovery from the Great Depression. ... Read Article

AIC Mutual Fund Product Shelf - By Category - Ameritas
AIC Mutual Fund Product Shelf - by Category Effective October 17, 2017. Columbia Income Builder A: Allocation--15% to 30% Equity RBBAX: American Funds Income Fund of Amer A Allocation--70% to 85% Equity. AMECX ... Document Retrieval

Stock Fund Leaders & Laggards - Im.mstar.com
Stock Fund Leaders & Laggards Top Performers Cat Fund Total Return%* Morningstar Rating Style CH Columbia Greater China A 2.70 5.75 IH Thornburg Investment Income Builder A 8.41 4.50 MA Janus Balanced D 8.39 Clsd 10 Year (07-31-2015) ... Fetch Document

ALLOCATION CHANGE REQUEST FORM - ISCORP
ALLOCATION CHANGE REQUEST FORM CBURX Columbia Income Builder R _____ % Suite 100, West Des Moines, IA 50266. Information about the LiveWell® Mutual Fund IRA and its funds can be obtained by calling 866-747-3421. Sammons Institutional Group SM, Inc., ... Return Document

TPA E-download Fund List - John Hancock USA
CB MCF CBM ClearBridge Mid Cap Fund COL CCF CCC Columbia Contrarian Core Fund COL DIF CDI Columbia Dividend Income Fund CAP WGI CGI Capital World Growth & Income CAP INB CIB Capital Income Builder CB LCGF CLC ClearBridge Large Cap Growth LS-CONSERV CLS JH Multimanager Conserv LS NY LIFE IN CNY NY Life Ins. Co. Anchor Acct ... Retrieve Document

Income Builder Fund, RiverFront Dynamic Equity Income Fund, RiverFront Global Allocation Fund, RiverFront Global Growth Fund, and RiverFront Moderate Growth & Income Fund will be renamed Investor Class shares and such shares will be offered without an initial sales charge or a contingent deferred sales charge. ... Access This Document

Oakland County Fund Performance - Oakgov.com
Columbia Income Builder Adv CNMRX -0.06 3.57 4.84 5.04 - 0.75 Fidelity Puritan FPURX 3.12 12.66 8.54 10.40 8.29 0.55 Mutual Fund (MF): An investment program funded by shareholders that trade in diversified holdings and is professionally managed. ... Retrieve Content

Calamos Phineus Long/Short Fund Fact Sheet
Month-end fund performance information visit www.calamos.com. The performance shown for periods prior to 4/6/16 is the performance of a predecessor investment vehicle (the “Predecessor Fund”). The Predecessor Fund was reorganized into the Fund on 4/6/16, the date upon which the Fund commenced operations. ... Retrieve Content

Sales Charge/Commission Schedule
Columbia Commodity Strategy Fund I Columbia Flexible Capital Income Fund I Columbia Global Opportunities Fund I Columbia Income Builder Fund II Columbia Multi-Asset Income Fund II Columbia Thermostat Fund I *T he following funds are not subject to a front-end sales charge or a CDSC on Class A shares: Columbia Government Money Market Fund, ... Access Content

Closed-End Strategy: Covered Call Income Portfolio 2018-3 A ...
Fund, Inc. CII Cohen & Steers Global Income Builder, Inc. INB Columbia Seligman Premium Technology Growth Fund, Inc. STK Eaton Vance Enhanced Equity Income Fund II EOS Eaton Vance Risk-Managed Diversifi ed Equity Income Fund ETJ Eaton Vance Tax-Managed Diversifi ed Equity Income Fund ETY First Trust Enhanced Equity Income Fund FFA ... Access Doc

15461M REV 09-18 - Mconnect.iscorp.com
No matter which fund is chosen, the total allocations must equal 100%, or the application will not be considered in good order. 7. Initial Account Allocations CBURX Columbia Income Builder R _____ % ERIFX Eaton Vance Balanced R _____ % ... Doc Retrieval

Voya Select Advantage IRA Mutual Fund Custodial Account
7529 Calvert Bond Fund – A Class CSIBX 0.88% 8252 Columbia Inflation Protected Securities Fund – R Class RIPRX 1.05% 3190 Eaton Vance Government Obligations Fund – R Class ERGOX 1.38% 6928 Fidelity Advisor® Emerging Markets Income Fund - M Class FAEMX 1.15% 7561 Fidelity Advisor® Strategic Income Fund – T Class FSIAX 0.99% ... Fetch Content

Mutual Funds With An Advantage Voya Select Advantage IRA
Mutual funds with an advantage Voya Select Advantage IRA 8250 Columbia Dividend Income Fund – R Class CDIRX 5326 Invesco Diversified Dividend Fund – A Class LCEAX 1572 American Funds Capital Income Builder ... View This Document

Independent Investor July 24th, 2017 - YouTube
Kirk and Ambrose discuss about the MPR meeting of the CBN, the inflation rate and the earning season in the Market. ... View Video