CBDYX Mutual Fund

NAV$58.53

AUM$914M

TER0.57%

Holdings998

CBDYX Mutual Fund

NAV$58.53

Columbia Balanced Fund Class I3

AUM$914M

TER0.57%

Holdings998

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Holdings Overlap Analysis

Compare CBDYX 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 CBDYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CBDYX Mutual Fund Overlap Analysis

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

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

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