CBVZX Mutual Fund

NAV$9.97

AUM$15M

TER0.69%

Holdings40

CBVZX Mutual Fund

NAV$9.97

Columbia Capital Allocation Conservative Portfolio Class I

AUM$15M

TER0.69%

Holdings40

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Holdings Overlap Analysis

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

CBVZX Mutual Fund Overlap Analysis

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

CBVZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CBVZX may share significant positions with broad-market funds.

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