# Portfolio overlap — CBUZX vs AXBAX

Comparing **Columbia Income Builder Fund** (2026-01-31) and **Columbia Capital Allocation Aggressive Portfolio** (2026-01-31).

- Shared positions: 5
- Columbia Income Builder Fund covered by Columbia Capital Allocation Aggressive Portfolio: 0.1032075409711916292147986884
- Columbia Capital Allocation Aggressive Portfolio covered by Columbia Income Builder Fund: 0.1032075409711916292147986884

## Columbia Income Builder Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COLUMBIA US GOVERNMENT MORTGAGE | 0.287082 | ✓ |
| Columbia High Yield Bond Fund | 0.089717 | ✓ |
| COLUMBIA DIVIDEND OPPORTUNITY FUND | 0.080977 |  |
| Columbia Emerging Markets Bond Fund | 0.070122 | ✓ |
| COLUMBIA FLOATING RATE FUND | 0.069220 |  |
| Columbia International Dividend Income Fund | 0.060678 |  |
| COLUMBIA DIVIDEND INCOME FUND | 0.060482 |  |
| COLUMBIA SELECT CORPORATE INCOME FUND | 0.054862 | ✓ |
| COLUMBIA MORTGAGE OPPORTUNITIES | 0.050048 |  |
| COLUMBIA SHORT DURATION BOND ETF | 0.048078 |  |
| COLUMBIA DIVERSIFIED FIXED INCOME ALLOCATION ETF | 0.035443 |  |
| COLUMBIA SMALL CAP VALUE DISCOVERY FUND | 0.029772 |  |
| COLUMBIA REAL ESTATE EQUITY FUND | 0.020098 |  |
| COLUMBIA FUNDS SERIES TRUST - CO | 0.019832 |  |
| COLUMBIA ETF TRUST I COLUMBIA SHORT DURATION HIGH YIELD ETF | 0.019112 |  |
| Columbia US Treasury Index Fund | 0.004477 | ✓ |
| COLUMBIA GOVERNMENT MONEY MARKET FUND | 0.000000 |  |

## Columbia Capital Allocation Aggressive Portfolio — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COLUMBIA TRUST CONTRARIAN CORE FD | 0.152051 |  |
| Columbia Select Large Cap Equity Fund | 0.147281 |  |
| COLUMBIA OVERSEAS CORE FUND | 0.138713 |  |
| COLUMBIA CORNERSTONE GROWTH FUND | 0.137674 |  |
| COLUMBIA LARGE CAP VALUE FUND | 0.131978 |  |
| Columbia Bond Fund | 0.043949 |  |
| Columbia Research Enhanced Emerging Economies ETF | 0.037448 |  |
| COLUMBIA SELECT CORPORATE INCOME FUND | 0.035311 | ✓ |
| COLUMBIA US GOVERNMENT MORTGAGE | 0.033927 | ✓ |
| COLUMBIA EMERGING MARKETS FUND | 0.033780 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.019940 |  |
| Columbia High Yield Bond Fund | 0.019625 | ✓ |
| COLUMBIA COMMODITY STRATEGY FUND | 0.015736 |  |
| Columbia US Treasury Index Fund | 0.014521 | ✓ |
| Columbia Select Small Cap Value Fund | 0.013274 |  |
| Columbia Small Cap Growth Fund | 0.012807 |  |
| Columbia Emerging Markets Bond Fund | 0.009867 | ✓ |
| WORLDCLIMATE PARI MAR26 | 0.001317 |  |
| ZURICH INSURANCE GROUP AG TRS 0.0000% 05-15-2033 | 0.000227 |  |
| ZCS BRL 14.0087 05/12/25-01/04/27 CME | 0.000177 |  |
| ZTO EXPRESS CAYMAN INC (GS) (CFD) | 0.000158 |  |
| SPI 200 MAR 26 | 0.000092 |  |
| WHEAT MAY 26 | 0.000061 |  |
| US DOLLARS | 0.000045 |  |
| US DOLLARS | 0.000029 |  |
| ZAR/USD FORWARD | 0.000010 |  |
| WHEAT SEP 26 | 0.000000 |  |


## Sources

- N-PORT (fund A) — accession `0001410368-26-033303` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033303/0001410368-26-033303-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033338` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033338/0001410368-26-033338-index.htm>

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_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._

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