Fund comparison · from official SEC filings
ABUAX vs CBURX: how much do they overlap?
Columbia Capital Allocation Moderate Portfolio and Columbia Income Builder Fund
vs
Shared holdings
Company
ABUAX
CBURX
C
CUGYXCOLUMBIA QUALITY INCOME-I3
3.81%
26.45%
C
CRIYXCOLUMBIA SEL CORP INC-I3
7.38%
5.45%
C
CHYYXCOLUMBIA HIGH YIELD BOND-I3
4.31%
6.97%
C
CEBYXCOLUMBIA EMERG MKTS BND-I3
2.20%
6.00%
Only in ABUAX
C
CRUXCOLUMBIA CORE BOND ETF
19.45%
C
COFYXCOLUMBIA CONTRARIAN CORE-I3
10.23%
C
CLEYXCOLUMBIA CORNERSTONE EQ-I3
10.18%
C
COSOXCOLUMBIA OVERSEAS CORE-I3
9.88%
C
CGFYXCOLUMBIA CORNERSTONE GR-I3
9.58%
C
CDEYXCOLUMBIA INTRINSC VALUE-I3
9.18%
C
CLAZXCOLUMBIA MULTI-STR ALT-I
3.89%
E
ECONCOLUMBIA RESEAR ENH EM ECON
3.17%
C
CEKYXCOLUMBIA EMERG MRKTS-I3
2.46%
?
—COLUMBIA SHORT TERM CASH FUND
2.15%
C
CSGYXCOLUMBIA SMALL CAP GRW-INST3
0.85%
C
CSSYXCOLUMBIA SEL SM CAP VAL-I3
0.80%
C
CCFYXCOLUMBIA COMMODITY STRAT-I3
0.47%
?
—Chicago Mercantile Exchange
0.24%
?
—The Montreal Exchange/Bourse De Montreal
0.11%
Z
Z M6FTSE 100 IDX FUT Jun26
0.09%
?
—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
-0.04%
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%
C
CUTYXCOLUMBIA US TRSRY INDX-I3
0.44%
Hold ABUAX and CBURX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
ABUAX vs AXBAXColumbia Capital Allocation Aggressive Portfolio
74% overlap
ABUAX vs ABDAXColumbia Capital Allocation Conservative Portfolio
64% overlap
CBURX vs ABDAXColumbia Capital Allocation Conservative Portfolio
25% overlap
CBURX vs AXBAXColumbia Capital Allocation Aggressive Portfolio
10% overlap
ABUAX vs IMRFXColumbia Global Opportunities Fund
5% overlap
CBURX vs IMRFXColumbia Global Opportunities Fund
3% 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.