AUGAX Mutual Fund Analysis & Holdings | MarketXLS

AUGAX Mutual Fund

NAV$17.87

AUM$166M

TER0.90%

Holdings305

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AUGAX Mutual Fund

NAV$17.87

Columbia Quality Income Fund Class A

AUM$166M

TER0.90%

Holdings305

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 AUGAX 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 AUGAX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

AUGAX Mutual Fund Overlap Analysis

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

AUGAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 305 holdings, AUGAX may share significant positions with broad-market funds.

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