USMBX Mutual Fund Analysis & Holdings | MarketXLS

USMBX Mutual Fund

NAV$10.00

AUM$4M

TER0.47%

Holdings79

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

USMBX Mutual Fund

NAV$10.00

Columbia Ultra Short Duration Municipal Bond Fund Class A

AUM$4M

TER0.47%

Holdings79

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 USMBX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings USMBX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

USMBX Mutual Fund Overlap Analysis

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

USMBX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 79 holdings, USMBX may share significant positions with broad-market funds.

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