CMBCX Mutual Fund Analysis & Holdings | MarketXLS

CMBCX Mutual Fund

NAV$11.63

AUM$17M

TER0.59%

Holdings187

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CMBCX Mutual Fund

NAV$11.63

Columbia Oregon Intermediate Municipal Bond Fund Class S

AUM$17M

TER0.59%

Holdings187

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

CMBCX Mutual Fund Overlap Analysis

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

CMBCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, CMBCX may share significant positions with broad-market funds.

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