CCAUX Mutual Fund Analysis & Holdings | MarketXLS

CCAUX Mutual Fund

NAV$26.48

AUM$2M

TER0.51%

Holdings154

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CCAUX Mutual Fund

NAV$26.48

Columbia Strategic California Municipal Income Fund Class I2

AUM$2M

TER0.51%

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

CCAUX Mutual Fund Overlap Analysis

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

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

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