CBUZX Mutual Fund

NAV$12.65

AUM$163M

TER0.72%

Holdings16

CBUZX Mutual Fund

NAV$12.65

Columbia Income Builder Fund Class I

AUM$163M

TER0.72%

Holdings16

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CBUZX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CBUZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CBUZX Mutual Fund Overlap Analysis

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

CBUZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 16 holdings, CBUZX may share significant positions with broad-market funds.

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