CBURX Mutual Fund

NAV$12.75

AUM$8M

TER1.22%

Holdings16

CBURX Mutual Fund

NAV$12.75

Columbia Income Builder Fund Class R

AUM$8M

TER1.22%

Holdings16

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Holdings Overlap Analysis

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

CBURX Mutual Fund Overlap Analysis

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

CBURX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, CBURX may share significant positions with broad-market funds.

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