CCRZX Mutual Fund
CCRZX Mutual Fund
NAV$16.95
AUM$395M
TER0.69%
Holdings85
See how much of CCRZX you already own
CCRZX Mutual Fund
NAV$16.95
Columbia Disciplined Core Fund Class Institutional
AUM$395M
TER0.69%
Holdings85
See how much of CCRZX you already own
CCRZX Mutual Fund Overlap Analysis
CCRZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CCRZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 85 holdings, CCRZX may share significant positions with broad-market funds.
CCRZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CCRZX tax-loss harvesting finds highly correlated but non-identical funds.