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Fund comparison · from official SEC filings

CBURX vs IMRFX: how much do they overlap?

Columbia Income Builder Fund and Columbia Global Opportunities Fund

Fund A

vs

Fund B

Holdings overlap

3%

of assets, by weight

Shared positions

1

of 16 / 398 holdings

CBURX expense ratio

1.21%

net, per year

IMRFX expense ratio

1.22%

net, per year

Shared holdings

Company

CBURX

IMRFX

C

CHYYXCOLUMBIA HIGH YIELD BOND-I3

6.97%

2.91%

Only in CBURX

C

CUGYXCOLUMBIA QUALITY INCOME-I3

26.45%

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%

C

CEBYXCOLUMBIA EMERG MKTS BND-I3

6.00%

C

CRIYXCOLUMBIA SEL CORP INC-I3

5.45%

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%

Only in IMRFX

?

—COLUMBIA SHORT TERM CASH FUND

18.49%

C

CCFYXCOLUMBIA COMMODITY STRAT-I3

2.76%

N

NVDANVIDIA CORP

2.54%

E

EMBISHARES JP MORGAN USD EMERGI

2.46%

M

MBONO 8 02.21.36 MMEX BONOS DESARR FIX RT

1.96%

G

GOOGALPHABET INC-CL C

1.76%

E

EWCISHARES MSCI CANADA ETF

1.71%

A

AAPLAPPLE INC

1.66%

M

MSFTMICROSOFT CORP

1.29%

A

AVGOBROADCOM INC

1.24%

A

AMZNAMAZON.COM INC

1.09%

C

CAN 3 06.01.34CANADIAN GOVERNMENT

1.07%

U

URAGLOBAL X URANIUM ETF

1.06%

C

CGB 3.13 11.21.29 INBKCHINA GOVERNMENT BOND

0.98%

F

FNCL 5 5.11FNCL 5 5/11

0.97%

T

TSMWFTAIWAN SEMICONDUCTOR MANUFAC

0.96%

J

JPMJPMORGAN CHASE & CO

0.87%

C

CAN 3.25 06.01.35CANADIAN GOVERNMENT

0.85%

M

METAMETA PLATFORMS INC-CLASS A

0.78%

T

T 4 11.15.35US TREASURY N/B

0.76%

C

CGB 1.83 08.25.35 INBKCHINA GOVERNMENT BOND

0.73%

T

T 4.125 02.15.36US TREASURY N/B

0.73%

F

FRTR 3 11.25.34 OATFRANCE (GOVT OF)

0.70%

W

WMTWALMART INC

0.62%

L

LLYELI LILLY & CO

0.59%

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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.