CBABX Mutual Fund

NAV$57.68

AUM$71M

TER0.66%

Holdings998

CBABX Mutual Fund

NAV$57.68

Columbia Balanced Fund Class S

AUM$71M

TER0.66%

Holdings998

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Holdings Overlap Analysis

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

Compare With

🔍

Discover Portfolio Overlap

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

CBABX Mutual Fund Overlap Analysis

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

CBABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 998 holdings, CBABX may share significant positions with broad-market funds.

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