CCXYX Mutual Fund

NAV$26.35

AUM$16M

TER0.48%

Holdings154

See how much of CCXYX you already own

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CCXYX Mutual Fund

NAV$26.35

Columbia Strategic California Municipal Income Fund Institutional Class III

AUM$16M

TER0.48%

Holdings154

See how much of CCXYX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

CCXYX Mutual Fund Overlap Analysis

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

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

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