CTBYX Mutual Fund

NAV$29.95

AUM$434M

TER0.38%

Holdings1,304

CTBYX Mutual Fund

NAV$29.95

Columbia Total Return Bond Fund Class Inst3

AUM$434M

TER0.38%

Holdings1,304

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Holdings Overlap Analysis

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

CTBYX Mutual Fund Overlap Analysis

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

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

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