CUSBX Mutual Fund

NAV$9.26

AUM$684M

TER0.29%

Holdings234

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CUSBX Mutual Fund

NAV$9.26

COLUMBIA ULTRA SHORT TERM BOND FUND Class Inst

AUM$684M

TER0.29%

Holdings234

See how much of CUSBX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

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 234 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.