CUSBX Mutual Fund

NAV$9.27

AUM$677M

TER0.29%

Holdings236

CUSBX Mutual Fund

NAV$9.27

COLUMBIA ULTRA SHORT TERM BOND FUND Class Inst

AUM$677M

TER0.29%

Holdings236

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Holdings Overlap Analysis

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

CUSBX Mutual Fund Overlap Analysis

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

CUSBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 236 holdings, CUSBX may share significant positions with broad-market funds.

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