CCBRX Mutual Fund

NAV$9.76

AUM$117M

TER0.37%

Holdings598

CCBRX Mutual Fund

NAV$9.76

Columbia Short Term Bond Fund Institutional Class II

AUM$117M

TER0.37%

Holdings598

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Holdings Overlap Analysis

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

CCBRX Mutual Fund Overlap Analysis

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

CCBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 598 holdings, CCBRX may share significant positions with broad-market funds.

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