CNBRX Mutual Fund Analysis & Holdings | MarketXLS

CNBRX Mutual Fund

NAV$9.70

AUM$7M

TER0.48%

Holdings201

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CNBRX Mutual Fund

NAV$9.70

Columbia California Intermediate Municipal Bond Fund Class Institutional 2

AUM$7M

TER0.48%

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

CNBRX Mutual Fund Overlap Analysis

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

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

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