AIOAX Mutual Fund Analysis & Holdings | MarketXLS

AIOAX Mutual Fund

NAV$8.78

AUM$167M

TER0.96%

Holdings477

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AIOAX Mutual Fund

NAV$8.78

Columbia Income Opportunities Fund Class A

AUM$167M

TER0.96%

Holdings477

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare AIOAX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings AIOAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AIOAX Mutual Fund Overlap Analysis

AIOAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

AIOAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 477 holdings, AIOAX may share significant positions with broad-market funds.

AIOAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. AIOAX tax-loss harvesting finds highly correlated but non-identical funds.