CCXYX Mutual Fund

NAV$26.52

AUM$16M

TER0.48%

Holdings154

CCXYX Mutual Fund

NAV$26.52

Columbia Strategic California Municipal Income Fund Institutional Class III

AUM$16M

TER0.48%

Holdings154

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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.