CCBYX Mutual Fund Analysis & Holdings | MarketXLS

CCBYX Mutual Fund

NAV$9.73

AUM$76M

TER0.43%

Holdings201

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CCBYX Mutual Fund

NAV$9.73

Columbia California Intermediate Municipal Bond Fund Institutional Class III

AUM$76M

TER0.43%

Holdings201

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

CCBYX Mutual Fund Overlap Analysis

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

CCBYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 201 holdings, CCBYX may share significant positions with broad-market funds.

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