CADNX Mutual Fund Analysis & Holdings | MarketXLS

CADNX Mutual Fund

NAV$14.47

AUM$57M

TER0.48%

Holdings452

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CADNX Mutual Fund

NAV$14.47

Columbia Strategic Municipal Income Fund Class Institutional 2

AUM$57M

TER0.48%

Holdings452

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

CADNX Mutual Fund Overlap Analysis

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

CADNX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 452 holdings, CADNX may share significant positions with broad-market funds.

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