CUSOX Mutual Fund

NAV$9.26

AUM$936M

TER0.44%

Holdings234

See how much of CUSOX you already own

Just $25 once·$99/mo·Download sample

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CUSOX Mutual Fund

NAV$9.26

Columbia Ultra Short Term Bond Fund

AUM$936M

TER0.44%

Holdings234

See how much of CUSOX 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 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 234 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.