CSBYX Mutual Fund

NAV$9.75

AUM$283M

TER0.37%

Holdings598

CSBYX Mutual Fund

NAV$9.75

Columbia Short Term Bond Fund Institutional Class III

AUM$283M

TER0.37%

Holdings598

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Holdings Overlap Analysis

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

CSBYX Mutual Fund Overlap Analysis

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

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

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