CBLCX Mutual Fund
CBLCX Mutual Fund
NAV$58.47
AUM$977M
TER1.66%
Holdings998
See how much of CBLCX you already own
CBLCX Mutual Fund
NAV$58.47
Columbia Balanced Fund class C
AUM$977M
TER1.66%
Holdings998
See how much of CBLCX you already own
CBLCX Mutual Fund Overlap Analysis
CBLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CBLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 998 holdings, CBLCX may share significant positions with broad-market funds.
CBLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CBLCX tax-loss harvesting finds highly correlated but non-identical funds.