CADPX Mutual Fund
CADPX Mutual Fund
NAV$27.62
AUM$33M
TER0.82%
Holdings60
CADPX Mutual Fund
NAV$27.62
Columbia International Dividend Income Fund Class I2
AUM$33M
TER0.82%
Holdings60
CADPX Mutual Fund Overlap Analysis
CADPX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CADPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, CADPX may share significant positions with broad-market funds.
CADPX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CADPX tax-loss harvesting finds highly correlated but non-identical funds.