CATSX Mutual Fund Analysis & Holdings | MarketXLS

CATSX Mutual Fund

NAV$14.47

AUM$5M

TER0.50%

Holdings452

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CATSX Mutual Fund

NAV$14.47

Columbia Strategic Municipal Income Fund Class S

AUM$5M

TER0.50%

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

CATSX Mutual Fund Overlap Analysis

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

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

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