# Portfolio overlap — CSBYX vs ALDAX

Comparing **Columbia Short Term Bond Fund** (2026-03-31) and **Columbia Select Short Corporate Income Fund** (2026-01-31).

- Shared positions: 23
- Columbia Short Term Bond Fund covered by Columbia Select Short Corporate Income Fund: 0.09539127919109929709144904138
- Columbia Select Short Corporate Income Fund covered by Columbia Short Term Bond Fund: 0.09539127919109929709144904137

## Columbia Short Term Bond Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| VISTA POINT SECURITIZATION TRUST VSTA_25-CES2 | 0.016247 |  |
| COLUMBIA SHORT TERM CASH FUND | 0.016180 | ✓ |
| Extended Stay America Trust, Series 2025-ESH, Class A | 0.011107 |  |
| MSRM 2025-NQM1 A1 144A FRN 11-25-69 | 0.010501 |  |
| U.S. Treasury Bills | 0.009953 |  |
| AFRMT 2025-1A A | 0.009545 |  |
| AIMCO CLO 11 Ltd., Series 2020-11A, Class A1R2 | 0.009537 |  |
| PROGRESS RESIDENTIAL 2022-SFR6 TRUST SER 2022-SFR6 CL A REGD 144A P/P 4.45100000 | 0.008962 |  |
| Magnetite XXXVI Ltd | 0.008940 |  |
| ELMWOOD CLO 40 LTD SER 2025-3A CL A V/R REGD 144A P/P 5.12163000 | 0.008927 |  |
| Wells Fargo Commercial Mortgage Trust 2017-SMP | 0.008927 |  |
| Carvana Auto Receivables Trust 2026-P1 | 0.008891 |  |
| Vista Point Securitization Trust, Series 2025-CES3, Class A1 | 0.008832 |  |
| A&D Mortgage Trust 2026-NQM2 | 0.008800 |  |
| BANK OF AMER CRP | 0.008799 |  |
| JPMORGAN CHASE | 0.008690 | ✓ |
| GS Mortgage-Backed Securities Trust 2026-AH1 | 0.008670 |  |
| Progress Residential Trust, Series 2025-SFR2, Class A | 0.008376 |  |
| WESTLAKE AUTOMOBILE RECEIVABLES TRUST 2025-P1 WLAKE 2025-P1 A4 | 0.008034 |  |
| Morgan Stanley | 0.007495 |  |
| BHMS Commercial Mortgage Trust, Series 2025-ATLS, Class A | 0.007450 |  |
| Progress Residential Trust, Series 2025-SFR4, Class A | 0.007371 |  |
| MORGAN STANLEY RESIDENTIAL MTG LN TR 2024-RPL1 A1 4% 06/25/2064 | 0.007303 |  |
| Elmwood CLO 24 Ltd., Series 2023-3A, Class AR | 0.007152 |  |
| BX Trust, Series 2025-LUNR, Class A | 0.006960 |  |
| HSBC HOLDINGS | 0.006916 |  |
| AOMT 2024-11 A1 | 0.006798 |  |
| Bain Capital Credit CLO, Series 2019-2A, Class AR3 | 0.006721 |  |
| Goldentree Loan Management US CLO Ltd., Series 2023-17A, Class AR | 0.006709 |  |
| VCAT ASSET SECURITIZATION LLC STEP 02/25/2056 144A | 0.006668 |  |
| FORD CREDIT AUTO OWNER TRUST 2021-REV2 SER 2021-2 CL B REGD 144A P/P 1.91000000 | 0.006599 |  |
| BRAVO Residential Funding Trust, Series 2024-CES2, Class A1A | 0.006570 |  |
| FIGRE Trust 2026-HF3 | 0.006552 |  |
| Tricon Residential Trust | 0.006488 |  |
| Navient Refinance Loan Trust, Series 2025-B, Class A | 0.006171 |  |
| GOLDMAN SACHS GP | 0.006056 |  |
| CARVANA AUTO RECEIVABLES TRUST CRVNA 2024 N2 B 144A | 0.006005 |  |
| MAGEN CAPITAL GROUP TRUST MCGT_26-RTL1 | 0.005956 |  |
| Elmwood CLO 21 Ltd | 0.005950 |  |
| FS TR 2026-ORL TSFR1M+135 02/15/2041 144A | 0.005945 |  |
| CMO | 0.005938 |  |
| Avant Loans Funding Trust 2026-REV1 | 0.005930 |  |
| CITIGROUP INC | 0.005885 | ✓ |
| MRQI_26-HI1A | 0.005801 |  |
| OWN EQUIPMENT FUND III LLC SER 2025-2M CL A REGD 144A P/P 5.42000000 | 0.005733 |  |
| BX 2025-BIO3 Mortgage Trust | 0.005541 |  |
| DRMT 2022-1 A1 | 0.005521 |  |
| PRETIUM MORTGAGE CREDIT PARTNE PRET 2025 NPL8 A1 144A | 0.005513 |  |
| BRAVO Residential Funding Trust, Series 2024-NQM5, Class A1 | 0.005445 |  |
| PRET Trust, Series 2025-RPL3, Class A1 | 0.005362 |  |

## Columbia Select Short Corporate Income Fund — top positions

| Security | Weight | Shared |
|----------|--------|--------|
| COLUMBIA SHORT TERM CASH FUND | 0.067371 | ✓ |
| PRINCIPAL LIFE GLOBAL FUNDING II 144A 4.950000% 11/27/2029 | 0.030796 |  |
| BACARDI MARTINI BV SR UNSECURED 144A 02/30 5.55 | 0.027100 | ✓ |
| US TREASURY N/B | 0.025880 |  |
| BANK OF AMER CRP | 0.023683 |  |
| GILEAD SCIENCES | 0.021871 |  |
| OCCIDENTAL PETE | 0.020788 |  |
| MORGAN STANLEY | 0.019474 |  |
| CITIGROUP INC | 0.018314 | ✓ |
| T-MOBILE USA INC | 0.018020 |  |
| NORTHROP GRUMMAN | 0.017417 |  |
| MORGAN STANLEY | 0.017106 |  |
| KEURIG DR PEPPER | 0.016912 |  |
| EMERA US FINANCE | 0.016645 |  |
| HEINEKEN NV 3.5% 01/29/2028 144A | 0.016502 |  |
| LYB INT FIN III | 0.015499 | ✓ |
| RTX CORP | 0.014935 |  |
| JPMORGAN CHASE | 0.014806 |  |
| ROYAL BK CANADA RY 4.305 11/03/31 | 0.014690 |  |
| L3HARRIS TECH IN | 0.014533 |  |
| HSBC HOLDINGS | 0.014382 |  |
| WOODSIDE FINANCE | 0.014055 | ✓ |
| WELLS FARGO CO | 0.013975 | ✓ |
| PLAINS ALL AMER | 0.013969 |  |
| XCEL ENERGY INC | 0.013944 |  |
| Foundry JV Holdco LLC | 0.013628 | ✓ |
| PACIFIC GAS&ELEC | 0.013558 |  |
| KRAFT HEINZ FOOD | 0.013283 | ✓ |
| AMGEN INC | 0.012752 |  |
| COLORADO INT GAS CO/ISS COMPANY GUAR 144A 08/26 4.15 | 0.012451 |  |
| NW MUTUAL GLOBAL | 0.012357 |  |
| Sprint Spectrum Co. LLC / Sprint Spectrum Co. II LLC / Sprint Spectrum Co. III LLC | 0.012286 |  |
| BAE Systems PLC | 0.011891 |  |
| ORACLE CORP | 0.011600 |  |
| FIRSTENERGY TRAN | 0.011487 | ✓ |
| BP CAP MKTS AMER | 0.011019 |  |
| NISOURCE INC | 0.010839 | ✓ |
| ENBRIDGE INC | 0.010271 | ✓ |
| TYSON FOODS INC | 0.010239 |  |
| UNITED TECH CORP | 0.010124 | ✓ |
| HCA INC | 0.010094 |  |
| GOLDMAN SACHS GP | 0.010079 |  |
| JPMORGAN CHASE | 0.009896 | ✓ |
| GENERAL MILLS IN | 0.009570 |  |
| NRG ENERGY INC SR SECURED 144A 12/27 2.45 | 0.009297 |  |
| GOLDMAN SACHS GP | 0.009263 |  |
| UNITEDHEALTH GRP | 0.009231 |  |
| MERCK & CO INC | 0.008874 |  |
| AEP TEXAS | 0.008845 | ✓ |
| WESTERN MIDSTRM | 0.008062 | ✓ |


## Sources

- N-PORT (fund A) — accession `0001410368-26-055055` (as of 2026-03-31)
  <https://www.sec.gov/Archives/edgar/data/1097519/000141036826055055/0001410368-26-055055-index.htm>
- N-PORT (fund B) — accession `0001410368-26-033313` (as of 2026-01-31)
  <https://www.sec.gov/Archives/edgar/data/1352280/000141036826033313/0001410368-26-033313-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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