AXBAX Mutual Fund

NAV$14.99

AUM$1.2B

TER1.03%

Holdings40

AXBAX Mutual Fund

NAV$14.99

Columbia Capital Allocation Aggressive Portfolio Class A

AUM$1.2B

TER1.03%

Holdings40

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Holdings Overlap Analysis

Compare AXBAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AXBAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AXBAX Mutual Fund Overlap Analysis

AXBAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AXBAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, AXBAX may share significant positions with broad-market funds.

AXBAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AXBAX tax-loss harvesting finds highly correlated but non-identical funds.