CBLRX Mutual Fund

NAV$57.76

AUM$170M

TER1.16%

Holdings998

CBLRX Mutual Fund

NAV$57.76

Columbia Balanced Fund Class R

AUM$170M

TER1.16%

Holdings998

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Holdings Overlap Analysis

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

CBLRX Mutual Fund Overlap Analysis

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

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

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