CUSOX Mutual Fund

NAV$9.26

AUM$914M

TER0.44%

Holdings236

CUSOX Mutual Fund

NAV$9.26

Columbia Ultra Short Term Bond Fund

AUM$914M

TER0.44%

Holdings236

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Holdings Overlap Analysis

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

CUSOX Mutual Fund Overlap Analysis

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

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

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