CBMZX Mutual Fund

NAV$11.94

AUM$28M

TER0.68%

Holdings39

CBMZX Mutual Fund

NAV$11.94

Columbia Capital Allocation Moderate Portfolio Class I

AUM$28M

TER0.68%

Holdings39

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Holdings Overlap Analysis

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

CBMZX Mutual Fund Overlap Analysis

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

CBMZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CBMZX may share significant positions with broad-market funds.

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