{
  "page": "compare",
  "query": {
    "a": "AUGAX",
    "b": "CBLAX"
  },
  "retrieved_at": "2026-07-07T19:37:35+00:00",
  "disclaimer": "Informational only — not investment advice. FundWatcher presents publicly available data and makes no recommendation to buy or sell any security. Verify all figures against the source filing before relying on them.",
  "attribution": "Data sourced from U.S. SEC EDGAR filings (Forms N-PORT, N-CEN, and prospectus Risk/Return summaries). FundWatcher is not affiliated with the SEC.",
  "terms": {
    "notice": "Use of this data is subject to the FundWatcher Terms of Service. Information may be used only for personal, non-commercial research and may not be redistributed.",
    "url": "https://fundwatcher.app/terms/"
  },
  "fund_a": {
    "name": "Columbia Quality Income Fund",
    "ticker": "AUGAX",
    "slug": "AUGAX",
    "series_id": "S000031344",
    "html_url": "https://fundwatcher.app/funds/AUGAX/"
  },
  "fund_b": {
    "name": "Columbia Balanced Fund",
    "ticker": "CBLAX",
    "slug": "CBLAX",
    "series_id": "S000012068",
    "html_url": "https://fundwatcher.app/funds/CBLAX/"
  },
  "overlap": {
    "coverage_a_by_b": "0.06286701366239224087295850128",
    "coverage_b_by_a": "0.06286701366239224087295850128",
    "shared_count": 17,
    "as_of": {
      "a": "2026-02-28",
      "b": "2026-02-28"
    },
    "a_top": [
      {
        "name": "FNCL 5 3/24",
        "value": "67300524.48",
        "weight": "0.04367738",
        "shared": false
      },
      {
        "name": "Ginnie Mae",
        "value": "64233203.45",
        "weight": "0.04168672",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "55375610.64",
        "weight": "0.03593823",
        "shared": false
      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "54452837.37",
        "weight": "0.03533935",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "37691218.00",
        "weight": "0.02446123",
        "shared": true
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "34851830.40",
        "weight": "0.02261849",
        "shared": true
      },
      {
        "name": "FANNIE MAE POOL FN FS2446",
        "value": "29232780.95",
        "weight": "0.01897179",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "23458179.28",
        "weight": "0.01522413",
        "shared": false
      },
      {
        "name": "FNCL 5.5 3/25",
        "value": "22352721.38",
        "weight": "0.01450670",
        "shared": true
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "19825740.82",
        "weight": "0.01286671",
        "shared": false
      },
      {
        "name": "FNCL 6 3/24",
        "value": "19488077.13",
        "weight": "0.01264757",
        "shared": false
      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "19065947.00",
        "weight": "0.01237361",
        "shared": false
      },
      {
        "name": "HPA 2021-2 B",
        "value": "18840238.15",
        "weight": "0.01222713",
        "shared": true
      },
      {
        "name": "Fannie Mae Pool",
        "value": "18277093.71",
        "weight": "0.01186165",
        "shared": false
      },
      {
        "name": "FN BJ2763",
        "value": "18074966.30",
        "weight": "0.01173047",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "16933593.99",
        "weight": "0.01098974",
        "shared": false
      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "16295055.29",
        "weight": "0.01057533",
        "shared": false
      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE ASSOCIATION 2",
        "value": "16233263.47",
        "weight": "0.01053523",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-12",
        "value": "16003105.93",
        "weight": "0.01038586",
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      },
      {
        "name": "FR SD7536",
        "value": "15888306.28",
        "weight": "0.01031135",
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      },
      {
        "name": "GNMA II TBA 30 YR 3 JUMBOS",
        "value": "15590338.24",
        "weight": "0.01011798",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "15257027.92",
        "weight": "0.00990166",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "15064985.45",
        "weight": "0.00977703",
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      },
      {
        "name": "Freddie Mac Pool",
        "value": "14991033.19",
        "weight": "0.00972903",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "14530422.13",
        "weight": "0.00943010",
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      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "14494813.51",
        "weight": "0.00940699",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION FNMA_25-86",
        "value": "12497673.07",
        "weight": "0.00811087",
        "shared": true
      },
      {
        "name": "Freddie Mac REMICS",
        "value": "12355200.04",
        "weight": "0.00801840",
        "shared": true
      },
      {
        "name": "Fannie Mae Pool",
        "value": "12179402.16",
        "weight": "0.00790431",
        "shared": false
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "11933278.23",
        "weight": "0.00774458",
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      },
      {
        "name": "Fannie Mae Pool",
        "value": "11735614.15",
        "weight": "0.00761630",
        "shared": false
      },
      {
        "name": "GOVERNMENT NATIONAL MORTGAGE ASSOCIATION GNMA_24-80",
        "value": "11717321.31",
        "weight": "0.00760443",
        "shared": false
      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION FHLMC_5513",
        "value": "11673952.82",
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        "shared": true
      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "11216808.96",
        "weight": "0.00727960",
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      },
      {
        "name": "FEDERAL NATIONAL MORTGAGE ASSOCIATION",
        "value": "11202932.75",
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      },
      {
        "name": "Freddie Mac REMICS",
        "value": "11065467.88",
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      },
      {
        "name": "Cayuga Park CLO Ltd., Series 2020-1A, Class AR2",
        "value": "10986987.00",
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        "shared": false
      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION",
        "value": "10942520.44",
        "weight": "0.00710159",
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      },
      {
        "name": "FNMA UMBS, 30 Year",
        "value": "10905399.04",
        "weight": "0.00707750",
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      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION",
        "value": "10901061.28",
        "weight": "0.00707468",
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      },
      {
        "name": "NEW RESIDENTIAL MORTGAGE LOAN TRUST NRZT_19-RPL3",
        "value": "10555540.80",
        "weight": "0.00685044",
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      },
      {
        "name": "FNMA POOL CA4420 FN 10/49 FIXED 3",
        "value": "10384597.73",
        "weight": "0.00673950",
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      },
      {
        "name": "GNMA TBA",
        "value": "10164274.56",
        "weight": "0.00659651",
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      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION",
        "value": "10123838.66",
        "weight": "0.00657027",
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      },
      {
        "name": "Sounds Point CLO IV-R LTD",
        "value": "10022000.00",
        "weight": "0.00650418",
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      },
      {
        "name": "LHOME Mortgage Trust, Series 2024-RTL1, Class A1",
        "value": "10020713.00",
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      },
      {
        "name": "Freddie Mac REMICS",
        "value": "9892243.98",
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      },
      {
        "name": "POINT SECURITIZATION TRUST PNT_26-1",
        "value": "9219442.47",
        "weight": "0.00598333",
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      },
      {
        "name": "FEDERAL HOME LOAN MORTGAGE CORPORATION",
        "value": "9202685.57",
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      },
      {
        "name": "Center Street Lending Resi-Investor ABS Mortgage Trust, Series 2026-RTL1, Class A1",
        "value": "9187185.60",
        "weight": "0.00596239",
        "shared": false
      }
    ],
    "b_top": [
      {
        "name": "NVIDIA CORP",
        "value": "485509282.31",
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      },
      {
        "name": "APPLE INC",
        "value": "375723928.86",
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      },
      {
        "name": "MICROSOFT CORP",
        "value": "368066109.50",
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      },
      {
        "name": "COLUMBIA SHORT TERM CASH FUND",
        "value": "351229145.35",
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        "shared": true
      },
      {
        "name": "ISH CORE EAFE",
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      },
      {
        "name": "AMAZON.COM INC",
        "value": "271553100.00",
        "weight": "0.02634819",
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      },
      {
        "name": "ALPHABET INC CL A",
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      },
      {
        "name": "LILLY ELI and CO",
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      },
      {
        "name": "BROADCOM INC",
        "value": "162715179.55",
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      },
      {
        "name": "ALPHABET INC CL C",
        "value": "160569570.84",
        "weight": "0.01557971",
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      },
      {
        "name": "META PLATFORMS INC CL A",
        "value": "148929725.88",
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      },
      {
        "name": "HONEYWELL INTL INC",
        "value": "136071079.13",
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      },
      {
        "name": "VISA INC-CLASS A",
        "value": "114708402.98",
        "weight": "0.01112990",
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      },
      {
        "name": "NETFLIX INC",
        "value": "102967945.92",
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      },
      {
        "name": "TEXAS INSTRUMENTS INC",
        "value": "102902621.18",
        "weight": "0.00998441",
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      },
      {
        "name": "BLACKROCK INC",
        "value": "97918166.85",
        "weight": "0.00950078",
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      },
      {
        "name": "CHEVRON CORP",
        "value": "97893428.92",
        "weight": "0.00949838",
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      },
      {
        "name": "TE CONNECTIVITY PLC",
        "value": "97502817.35",
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      {
        "name": "EBAY INC",
        "value": "97493325.16",
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      },
      {
        "name": "Uniform Mortgage-Backed Security, TBA",
        "value": "95843937.54",
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      {
        "name": "BANK OF AMERICA CORPORATION",
        "value": "90485101.08",
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      {
        "name": "VERTEX PHARMACEUTICALS INC",
        "value": "88113297.33",
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      {
        "name": "VERIZON COMMUNICATIONS INC",
        "value": "86298009.74",
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      {
        "name": "BOEING CO/THE",
        "value": "85684385.05",
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      {
        "name": "APPLIED MATERIALS INC",
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      {
        "name": "CONOCOPHILLIPS",
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      {
        "name": "WALMART INC",
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      {
        "name": "EQUINIX INC",
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      {
        "name": "FREDDIE MAC POOL FR 11/52 FIXED 4",
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      },
      {
        "name": "DTE ENERGY CO",
        "value": "75572010.80",
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      },
      {
        "name": "EATON CORP PLC",
        "value": "72570604.16",
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      },
      {
        "name": "TESLA INC",
        "value": "71656440.24",
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      },
      {
        "name": "WELLS FARGO & CO",
        "value": "70616172.60",
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      {
        "name": "PEPSICO INC",
        "value": "70527648.96",
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      {
        "name": "ABBVIE INC",
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      },
      {
        "name": "PUB SERV ENTERP",
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      {
        "name": "MORGAN STANLEY",
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      },
      {
        "name": "STARBUCKS CORP",
        "value": "63490690.64",
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      },
      {
        "name": "JPMORGAN CHASE and CO",
        "value": "63223059.90",
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      {
        "name": "THERMO FISHER SCIENTIFIC INC",
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      {
        "name": "LAM RESEARCH CORP",
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      {
        "name": "ABBOTT LABS",
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      {
        "name": "EOG RESOURCES INC",
        "value": "59096822.40",
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      },
      {
        "name": "MASTERCARD INC CL A",
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      },
      {
        "name": "SCHWAB CHARLES CORP",
        "value": "58565326.40",
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      {
        "name": "AON PLC",
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      {
        "name": "FR SL1547",
        "value": "55189210.34",
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      },
      {
        "name": "THE CIGNA GROUP",
        "value": "52293092.06",
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      },
      {
        "name": "CARRIER GLOBAL CORP",
        "value": "50903305.60",
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      },
      {
        "name": "ORACLE CORP",
        "value": "50837510.60",
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      }
    ]
  },
  "error": null,
  "sources": [
    {
      "label": "N-PORT (fund A)",
      "accession_no": "0001410368-26-040882",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/1352280/000141036826040882/0001410368-26-040882-index.htm"
    },
    {
      "label": "N-PORT (fund B)",
      "accession_no": "0001410368-26-040888",
      "as_of": "2026-02-28",
      "edgar_url": "https://www.sec.gov/Archives/edgar/data/773757/000141036826040888/0001410368-26-040888-index.htm"
    }
  ]
}