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Fund comparison · from official SEC filings

AMECX vs CBABX: how much do they overlap?

Income Fund of America and Columbia Balanced Fund

Fund A

vs

Fund B

Holdings overlap

7%

of assets, by weight

Shared positions

296

of 3,198 / 1,025 holdings

AMECX expense ratio

0.56%

net, per year

CBABX expense ratio

0.66%

net, per year

Shared holdings

Company

AMECX

CBABX

M

MSFTMICROSOFT CORP

0.52%

3.80%

A

AVGOBROADCOM INC

1.52%

2.05%

E

EOGEOG RESOURCES INC

1.71%

0.42%

U

UNHUNITEDHEALTH GROUP INC

1.58%

0.36%

S

SBUXSTARBUCKS CORP

1.36%

0.49%

M

MSMORGAN STANLEY

0.08%

0.90%

C

CVXCHEVRON CORP

0.60%

0.80%

J

JPMJPMORGAN CHASE & CO

0.78%

0.60%

B

BACBANK OF AMERICA CORP

0.25%

0.75%

A

ABBVABBVIE INC

0.74%

0.52%

D

DTEDTE ENERGY COMPANY

0.30%

0.64%

C

COPCONOCOPHILLIPS

0.32%

0.48%

V

VZVERIZON COMMUNICATIONS INC

0.14%

0.45%

F

FR SD8219FR SD8219

0.00%

0.40%

P

PEPPEPSICO INC

0.08%

0.32%

P

PEGPUBLIC SERVICE ENTERPRISE GP

0.10%

0.30%

F

FNCL 5.5 6.11FNCL 5.5 6/11

0.04%

0.29%

R

RTXRTX CORP

0.07%

0.26%

J

JPM V4.622 04.23.32JPMORGAN CHASE & CO

0.01%

0.20%

G

GFORT 2024-1A A1GFORT 2024-1A A1

0.00%

0.16%

A

AMZN 4.875 03.13.36AMAZON.COM INC

0.01%

0.10%

O

ORCL 6.1 09.26.65ORACLE CORP

0.01%

0.10%

L

LMAT 2021-GS2 A1LMAT 2021-GS2 A1

0.00%

0.09%

A

AFFRM 2024-B AAFFRM 2024-B A

0.01%

0.09%

A

AVGO 3.187 11.15.36 144ABROADCOM INC

0.00%

0.09%

Only in AMECX

C

CMQXXCAPITAL GROUP CNTRL CSH-M

6.66%

P

PMPHILIP MORRIS INTERNATIONAL

2.08%

A

AMGNAMGEN INC

1.79%

S

SOSOUTHERN CO/THE

1.54%

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

1.39%

G

GILDGILEAD SCIENCES INC

1.38%

C

CVSCVS HEALTH CORP

1.34%

T

TTETOTALENERGIES SE

1.31%

A

AEMAGNICO EAGLE MINES LTD

1.26%

C

CNQCANADIAN NATURAL RESOURCES

1.24%

E

EXCEXELON CORP

1.22%

B

BAESFBAE SYSTEMS PLC

1.13%

V

VALE3VALE SA

0.94%

F

FITBFIFTH THIRD BANCORP

0.92%

T

T 3.875 03.31.31US TREASURY N/B

0.90%

C

CMCSACOMCAST CORP-CLASS A

0.88%

T

TAT&T INC

0.87%

U

UNPUNION PACIFIC CORP

0.86%

N

NGGTFNATIONAL GRID PLC

0.83%

D

DRIDARDEN RESTAURANTS INC

0.82%

S

SLBSLB LTD

0.82%

C

CMECME GROUP INC

0.81%

C

CCITIGROUP INC

0.80%

F

FEFIRSTENERGY CORP

0.79%

K

KKPNFKONINKLIJKE KPN NV

0.73%

Only in CBABX

N

NVDANVIDIA CORP

5.24%

?

—COLUMBIA SHORT TERM CASH FUND

4.07%

A

AAPLAPPLE INC

3.97%

A

AMZNAMAZON.COM INC

3.20%

I

IEFAISHARES CORE MSCI EAFE ETF

2.74%

G

GOOGLALPHABET INC-CL A

2.13%

G

GOOGALPHABET INC-CL C

1.74%

L

LLYELI LILLY & CO

1.38%

T

TXNTEXAS INSTRUMENTS INC

1.29%

M

METAMETA PLATFORMS INC-CLASS A

1.16%

B

BRK.BBERKSHIRE HATHAWAY INC-CL B

1.08%

M

MUMICRON TECHNOLOGY INC

1.06%

T

TELTE CONNECTIVITY PLC

1.06%

H

HONHONEYWELL INTERNATIONAL INC

1.03%

V

VVISA INC-CLASS A SHARES

1.01%

E

EBAYEBAY INC

0.91%

D

DELLDELL TECHNOLOGIES -C

0.90%

F

FNCL 3 6.11FNCL 3 6/11

0.86%

N

NFLXNETFLIX INC

0.82%

A

AMATAPPLIED MATERIALS INC

0.82%

E

ETNEATON CORP PLC

0.75%

B

BABOEING CO/THE

0.73%

V

VRTXVERTEX PHARMACEUTICALS INC

0.73%

O

ORCLORACLE CORP

0.71%

M

MRVLMARVELL TECHNOLOGY INC

0.68%

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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.