CMBFX Mutual Fund Analysis & Holdings | MarketXLS

CMBFX Mutual Fund

NAV$11.63

AUM$145M

TER0.59%

Holdings187

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CMBFX Mutual Fund

NAV$11.63

Columbia Oregon Intermediate Municipal Bond Fund Class I

AUM$145M

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

CMBFX Mutual Fund Overlap Analysis

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

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

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