Fund comparison · from official SEC filings
ABDAX vs CBURX: how much do they overlap?
Columbia Capital Allocation Conservative Portfolio and Columbia Income Builder Fund
vs
Shared holdings
Company
ABDAX
CBURX
C
CUGYXCOLUMBIA QUALITY INCOME-I3
8.78%
26.45%
C
CRIYXCOLUMBIA SEL CORP INC-I3
11.34%
5.45%
C
CHYYXCOLUMBIA HIGH YIELD BOND-I3
7.47%
6.97%
C
CEBYXCOLUMBIA EMERG MKTS BND-I3
3.10%
6.00%
C
CUTYXCOLUMBIA US TRSRY INDX-I3
1.17%
0.44%
Only in ABDAX
C
CRUXCOLUMBIA CORE BOND ETF
32.92%
C
CLAZXCOLUMBIA MULTI-STR ALT-I
5.94%
C
CLEYXCOLUMBIA CORNERSTONE EQ-I3
4.61%
C
CCQYXCOLUMBIA DISCIPLINE CORE-I3
4.60%
C
COFYXCOLUMBIA CONTRARIAN CORE-I3
4.60%
?
—COLUMBIA SHORT TERM CASH FUND
3.73%
C
COSOXCOLUMBIA OVERSEAS CORE-I3
3.37%
C
CGFYXCOLUMBIA CORNERSTONE GR-I3
2.92%
C
CDEYXCOLUMBIA INTRINSC VALUE-I3
2.78%
E
ECONCOLUMBIA RESEAR ENH EM ECON
1.07%
C
CEKYXCOLUMBIA EMERG MRKTS-I3
0.82%
C
CSSYXCOLUMBIA SEL SM CAP VAL-I3
0.44%
C
CSGYXCOLUMBIA SMALL CAP GRW-INST3
0.40%
?
—Chicago Mercantile Exchange
0.17%
?
—The Montreal Exchange/Bourse De Montreal
0.08%
Z
Z M6FTSE 100 IDX FUT Jun26
0.07%
?
—ICE Futures U.S., Inc.
0.05%
?
—Barclays Capital, Inc.
0.02%
?
—Wells Fargo Securities LLC
0.02%
?
—Citigroup Global Markets, Inc.
0.01%
?
—HSBC Bank Co. Ltd.
0.00%
?
—UBS Securities LLC
0.00%
M
MS F 01.12.29MORGAN STANLEY BANK NA
0.00%
?
—JPMorgan Chase Bank NA
-0.00%
C
CFK6CAC40 10 EURO FUT May26
-0.03%
Only in CBURX
C
CFRYXCOLUMBIA FLOATING RATE-I3
9.99%
C
CDOYXCOLUMBIA DIVIDEND OPPORT-I3
9.16%
C
CMOYXCOLUMBIA MORTGAGE OPPORT-I3
6.97%
C
CLSYXCOLUMBIA INTL DIV INC-INST3
6.08%
?
—COLUMBIA DIVIDEND INCOME FUND
6.07%
S
SBNDCOLUMBIA SHRT DUR BND ETF
4.85%
D
DIALCOLUMBIA DIVERS FIX INC ETF
3.56%
C
CSVYXCOLUMBIA SM CAP VAL DISC-I3
3.02%
C
CSFYXCOLUMBIA CONVERT SECUR-I3
2.04%
H
HYSDCOLUMBIA SHRT DUR HI YLD ETF
1.93%
C
CREYXCOLUMBIA REAL EST EQTY-I3
1.01%
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Unwrap your portfolio →Other comparisons you might like
ABDAX vs ABUAXColumbia Capital Allocation Moderate Portfolio
64% overlap
ABDAX vs AXBAXColumbia Capital Allocation Aggressive Portfolio
38% overlap
CBURX vs ABUAXColumbia Capital Allocation Moderate Portfolio
16% overlap
CBURX vs AXBAXColumbia Capital Allocation Aggressive Portfolio
10% overlap
ABDAX vs IMRFXColumbia Global Opportunities Fund
6% overlap
ABDAX vs CARYXColumbia Adaptive Risk Allocation Fund
4% overlap
Data source: official SEC Form N-PORT filings from each fund. Fund holdings are disclosed quarterly and may reflect a 60-day reporting delay.
Informational and educational only — not investment advice.
Informational and educational only — not investment advice.