CADMX Mutual Fund

NAV$11.63

AUM$46M

TER0.53%

Holdings409

CADMX Mutual Fund

NAV$11.63

Columbia Total Return Municipal Income Fund Class I2

AUM$46M

TER0.53%

Holdings409

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Holdings Overlap Analysis

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

CADMX Mutual Fund Overlap Analysis

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

CADMX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 409 holdings, CADMX may share significant positions with broad-market funds.

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