CTBRX Mutual Fund

NAV$29.89

AUM$297M

TER0.41%

Holdings1,304

CTBRX Mutual Fund

NAV$29.89

Columbia Total Return Bond Fund Class Inst2

AUM$297M

TER0.41%

Holdings1,304

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Holdings Overlap Analysis

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

CTBRX Mutual Fund Overlap Analysis

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

CTBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1304 holdings, CTBRX may share significant positions with broad-market funds.

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