CCAOX Mutual Fund Analysis & Holdings | MarketXLS

CCAOX Mutual Fund

NAV$26.43

AUM$11M

TER1.24%

Holdings154

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CCAOX Mutual Fund

NAV$26.43

Columbia Strategic California Municipal Income Fund Class C

AUM$11M

TER1.24%

Holdings154

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

CCAOX Mutual Fund Overlap Analysis

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

CCAOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 154 holdings, CCAOX may share significant positions with broad-market funds.

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