CLBRX Mutual Fund

NAV$13.24

AUM$4M

TER1.24%

Holdings39

See how much of CLBRX you already own

Just $25 once·$99/mo·Download sample

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CLBRX Mutual Fund

NAV$13.24

Columbia Capital allocation Moderate Aggressive Portfolio Class R

AUM$4M

TER1.24%

Holdings39

See how much of CLBRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CLBRX Mutual Fund Overlap Analysis

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

CLBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, CLBRX may share significant positions with broad-market funds.

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