CDDRX Mutual Fund
CDDRX Mutual Fund
NAV$41.64
AUM$4.3B
TER0.59%
Holdings81
See how much of CDDRX you already own
CDDRX Mutual Fund
NAV$41.64
Columbia Dividend Income Fund Class I2
AUM$4.3B
TER0.59%
Holdings81
See how much of CDDRX you already own
CDDRX Mutual Fund Overlap Analysis
CDDRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CDDRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, CDDRX may share significant positions with broad-market funds.
CDDRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CDDRX tax-loss harvesting finds highly correlated but non-identical funds.