Fund comparison · from official SEC filings
CBABX vs COFYX: how much do they overlap?
Columbia Balanced Fund and Columbia Contrarian Core Fund
vs
CBABX and COFYX are largely redundant — holding both means most of your money tracks the same underlying companies.
Shared holdings
Company
CBABX
COFYX
N
NVDANVIDIA CORP
5.24%
8.24%
A
AAPLAPPLE INC
3.97%
6.32%
M
MSFTMICROSOFT CORP
3.80%
6.01%
A
AMZNAMAZON.COM INC
3.20%
5.39%
?
—COLUMBIA SHORT TERM CASH FUND
4.07%
1.30%
A
AVGOBROADCOM INC
2.05%
3.46%
G
GOOGLALPHABET INC-CL A
2.13%
3.40%
G
GOOGALPHABET INC-CL C
1.74%
2.76%
L
LLYELI LILLY & CO
1.38%
2.28%
T
TXNTEXAS INSTRUMENTS INC
1.29%
2.15%
M
METAMETA PLATFORMS INC-CLASS A
1.16%
1.96%
B
BRK.BBERKSHIRE HATHAWAY INC-CL B
1.08%
1.83%
M
MUMICRON TECHNOLOGY INC
1.06%
1.75%
H
HONHONEYWELL INTERNATIONAL INC
1.03%
1.75%
T
TELTE CONNECTIVITY PLC
1.06%
1.74%
V
VVISA INC-CLASS A SHARES
1.01%
1.71%
D
DELLDELL TECHNOLOGIES -C
0.90%
1.52%
E
EBAYEBAY INC
0.91%
1.50%
M
MSMORGAN STANLEY
0.90%
1.46%
A
AMATAPPLIED MATERIALS INC
0.82%
1.38%
N
NFLXNETFLIX INC
0.82%
1.38%
C
CVXCHEVRON CORP
0.80%
1.32%
B
BACBANK OF AMERICA CORP
0.75%
1.27%
E
ETNEATON CORP PLC
0.75%
1.23%
B
BABOEING CO/THE
0.73%
1.21%
Only in CBABX
I
IEFAISHARES CORE MSCI EAFE ETF
2.74%
F
FNCL 3 6.11FNCL 3 6/11
0.86%
F
FR SD5830FR SD5830
0.67%
F
FR SL1547FR SL1547
0.48%
F
FNCL 3.5 6.11FNCL 3.5 6/11
0.44%
F
FR SD8219FR SD8219
0.40%
F
FN FS6355FN FS6355
0.38%
H
HPA 2021-2 BHPA 2021-2 B
0.38%
F
FN CB9653FN CB9653
0.36%
T
T 3 05.15.47US TREASURY N/B
0.33%
F
FN CB9308FN CB9308
0.32%
F
FNR 2025-86 FHFNR 2025-86 FH
0.32%
F
FHR 5513 MUFHR 5513 MU
0.32%
F
FN MA5296FN MA5296
0.31%
F
FNCI 3.5 6.11FNCI 3.5 6/11
0.30%
B
BAC V2.972 02.04.33 MTNBANK OF AMERICA CORP
0.30%
F
FNCL 5.5 6.11FNCL 5.5 6/11
0.29%
F
FHR 5668 FLFHR 5668 FL
0.28%
F
FN FA2920FN FA2920
0.28%
F
FN BR2219FN BR2219
0.26%
F
FNR 2025.6 LFFNR 2025-6 LF
0.25%
G
GCAT 2022-NQM3 A1GCAT 2022-NQM3 A1
0.25%
A
ABBV 4.8 03.15.29ABBVIE INC
0.24%
C
COLT 2025.7 A1COLT 2025-7 A1
0.24%
J
JPM V4.995 07.22.30JPMORGAN CHASE & CO
0.24%
Only in COFYX
Nothing exclusive.
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13% 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.