CADOX Mutual Fund Analysis & Holdings | MarketXLS

CADOX Mutual Fund

NAV$19.47

AUM$19M

TER0.56%

Holdings235

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CADOX Mutual Fund

NAV$19.47

Columbia Minnesota Tax-Exempt Fund Class Institutional 2

AUM$19M

TER0.56%

Holdings235

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

CADOX Mutual Fund Overlap Analysis

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

CADOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 235 holdings, CADOX may share significant positions with broad-market funds.

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