CBVZX Mutual Fund Analysis & Holdings | MarketXLS

CBVZX Mutual Fund

NAV$10.00

AUM$15M

TER0.69%

Holdings40

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CBVZX Mutual Fund

NAV$10.00

Columbia Capital Allocation Conservative Portfolio Class I

AUM$15M

TER0.69%

Holdings40

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CBVZX Mutual Fund Overlap Analysis

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

CBVZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CBVZX may share significant positions with broad-market funds.

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