CAEAX Mutual Fund Analysis & Holdings | MarketXLS

CAEAX Mutual Fund

NAV$26.48

AUM$22M

TER1.23%

Holdings87

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CAEAX Mutual Fund

NAV$26.48

Columbia Acorn European Fund Class A

AUM$22M

TER1.23%

Holdings87

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

CAEAX Mutual Fund Overlap Analysis

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

CAEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 87 holdings, CAEAX may share significant positions with broad-market funds.

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