CRBRX Mutual Fund Analysis & Holdings | MarketXLS

CRBRX Mutual Fund

NAV$16.22

AUM$24M

TER0.79%

Holdings114

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CRBRX Mutual Fund

NAV$16.22

Columbia Acorn Trust Acorn Fund Institutional II Class

AUM$24M

TER0.79%

Holdings114

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

CRBRX Mutual Fund Overlap Analysis

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

CRBRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 114 holdings, CRBRX may share significant positions with broad-market funds.

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