CBABX Mutual Fund
CBABX Mutual Fund
NAV$57.90
AUM$72M
TER0.66%
Holdings1,030
See how much of CBABX you already own
CBABX Mutual Fund
NAV$57.90
Columbia Balanced Fund Class S
AUM$72M
TER0.66%
Holdings1,030
See how much of CBABX you already own
CBABX Mutual Fund Overlap Analysis
CBABX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CBABX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1030 holdings, CBABX may share significant positions with broad-market funds.
CBABX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CBABX tax-loss harvesting finds highly correlated but non-identical funds.