CBLAX Mutual Fund
CBLAX Mutual Fund
NAV$58.75
AUM$4.4B
TER0.91%
Holdings998
See how much of CBLAX you already own
CBLAX Mutual Fund
NAV$58.75
Columbia Balanced Fund class A
AUM$4.4B
TER0.91%
Holdings998
See how much of CBLAX you already own
CBLAX Mutual Fund Overlap Analysis
CBLAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CBLAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 998 holdings, CBLAX may share significant positions with broad-market funds.
CBLAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CBLAX tax-loss harvesting finds highly correlated but non-identical funds.