CCAZX Mutual Fund Analysis & Holdings | MarketXLS

CCAZX Mutual Fund

NAV$26.46

AUM$95M

TER0.54%

Holdings154

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CCAZX Mutual Fund

NAV$26.46

Columbia Strategic California Municipal Income Fund Class I

AUM$95M

TER0.54%

Holdings154

See inside every fund you own

$149/yr 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 CCAZX 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 CCAZX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CCAZX Mutual Fund Overlap Analysis

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

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

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