Fund comparison · from official SEC filings
CBABX vs LIIAX: how much do they overlap?
Columbia Balanced Fund and Columbia Select Corporate Income Fund
vs
Shared holdings
Company
CBABX
LIIAX
?
—COLUMBIA SHORT TERM CASH FUND
4.07%
6.54%
J
JPM V4.622 04.23.32JPMORGAN CHASE & CO
0.20%
2.17%
P
PFG 4.95 11.27.29 144APRINCIPAL LFE GLB FND II
0.02%
1.91%
B
BALN 1.9 02.15.31 144ABAE SYSTEMS PLC
0.03%
1.16%
M
MRK 4.75 12.04.35MERCK & CO INC
0.05%
1.09%
A
AMZN 4.875 03.13.36AMAZON.COM INC
0.10%
0.97%
H
HSBC V5.279 03.10.37HSBC HOLDINGS PLC
0.12%
0.90%
A
ABBV 3.2 11.21.29ABBVIE INC
0.07%
0.89%
G
GS V5.094 04.20.34GOLDMAN SACHS GROUP INC
0.08%
0.83%
R
RY V4.612 05.03.32ROYAL BANK OF CANADA
0.07%
0.81%
R
RTX 2.375 03.15.32RTX CORP
0.08%
0.79%
C
CVS 4.78 03.25.38CVS HEALTH CORP
0.06%
0.78%
N
NXPI 2.5 05.11.31NXP BV/NXP FDG/NXP USA
0.04%
0.76%
U
UNH 5.375 04.15.54UNITEDHEALTH GROUP INC
0.00%
0.75%
M
MS V2.484 09.16.36MORGAN STANLEY
0.07%
0.75%
J
JPM V4.995 07.22.30JPMORGAN CHASE & CO
0.24%
0.74%
M
META 5.75 11.15.65META PLATFORMS INC
0.02%
0.73%
A
AMGN 5.75 03.02.63AMGEN INC
0.01%
0.72%
B
BA 3.95 08.01.59BOEING CO
0.03%
0.71%
K
KHC 3 06.01.26KRAFT HEINZ FOODS CO
0.08%
0.68%
M
MARS 4.8 03.01.30 144AMARS INC
0.04%
0.68%
A
AVGO 3.187 11.15.36 144ABROADCOM INC
0.09%
0.67%
C
CPB 4.75 03.23.35CAMPBELLS COMPANY/THE
0.06%
0.64%
M
MET 5.25 04.12.29 144AMET TOWER GLOBAL FUNDING
0.06%
0.64%
E
ET 5.95 05.15.54ENERGY TRANSFER LP
0.05%
0.64%
Only in CBABX
N
NVDANVIDIA CORP
5.24%
A
AAPLAPPLE INC
3.97%
M
MSFTMICROSOFT CORP
3.80%
A
AMZNAMAZON.COM INC
3.20%
I
IEFAISHARES CORE MSCI EAFE ETF
2.74%
G
GOOGLALPHABET INC-CL A
2.13%
A
AVGOBROADCOM INC
2.05%
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%
M
MSMORGAN STANLEY
0.90%
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%
C
CVXCHEVRON CORP
0.80%
B
BACBANK OF AMERICA CORP
0.75%
E
ETNEATON CORP PLC
0.75%
Only in LIIAX
T
T 4.875 08.15.45US TREASURY N/B
1.79%
B
BACARD 5.4 06.15.33 144ABACARDI LTD / MARTINI BV
1.59%
B
BAC V1.922 10.24.31 MTNBANK OF AMERICA CORP
1.26%
E
ENTERP 4.6 05.01.28 144AERAC USA FINANCE LLC
1.24%
M
MS V5.9 03.13.47MORGAN STANLEY
1.07%
T
T 3.8 12.01.57AT&T INC
1.05%
T
TMUS 2.625 02.15.29T-MOBILE USA INC
1.01%
T
T 4.625 11.15.45US TREASURY N/B
0.99%
T
T 5 05.15.45US TREASURY N/B
0.98%
B
BDX 4.874 02.08.29BECTON DICKINSON & CO
0.97%
A
ABT 3.7 03.09.29ABBOTT LABORATORIES
0.79%
X
XEL 5.5 03.15.34XCEL ENERGY INC
0.76%
C
CARR 2.722 02.15.30CARRIER GLOBAL CORP
0.74%
V
VST 5.55 04.30.36 144AVISTRA OPERATIONS CO LLC
0.74%
V
VZ 2.55 03.21.31VERIZON COMMUNICATIONS
0.73%
N
NSC 5.05 08.01.30NORFOLK SOUTHERN CORP
0.72%
D
DE 4.15 10.09.30DEERE FUNDING CANADA COR
0.72%
F
FABSJV 5.875 01.25.34FOUNDRY JV HOLDCO LLC
0.69%
E
ENTERP 4.7 04.30.31 144AERAC USA FINANCE LLC
0.69%
C
C V5.174 09.11.36CITIGROUP INC
0.65%
K
KDP 4.597 05.25.28KEURIG DR PEPPER INC
0.61%
T
TSN 3.55 06.02.27TYSON FOODS INC
0.58%
C
CMCSA 2.937 11.01.56COMCAST CORP
0.58%
N
NI 5.85 04.01.55NISOURCE INC
0.58%
N
NOC 5.2 06.01.54NORTHROP GRUMMAN CORP
0.54%
Hold CBABX and LIIAX together? See your combined true holdings, overlap, and blended fees — free, no signup.
Unwrap your portfolio →Other comparisons you might like
LIIAX vs LIBAXColumbia Total Return Bond Fund
21% overlap
LIIAX vs AIOAXColumbia Income Opportunities Fund
15% overlap
LIIAX vs APECXColumbia High Yield Bond Fund
15% overlap
LIIAX vs SCYBSchwab High Yield Bond ETF
13% overlap
LIIAX vs USHYiShares Broad USD High Yield Corporate Bond ETF
13% overlap
CBABX vs LIBAXColumbia Total Return Bond Fund
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.