CLBRX Mutual Fund

NAV$13.07

AUM$4M

TER1.24%

Holdings39

CLBRX Mutual Fund

NAV$13.07

Columbia Capital allocation Moderate Aggressive Portfolio Class R

AUM$4M

TER1.24%

Holdings39

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Holdings Overlap Analysis

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

CLBRX Mutual Fund Overlap Analysis

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

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

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