CDEYX Mutual Fund
CDEYX Mutual Fund
NAV$21.87
AUM$545M
TER0.65%
Holdings58
See how much of CDEYX you already own
CDEYX Mutual Fund
NAV$21.87
Columbia Intrinsic Value Fund Class I3
AUM$545M
TER0.65%
Holdings58
See how much of CDEYX you already own
CDEYX Mutual Fund Overlap Analysis
CDEYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CDEYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, CDEYX may share significant positions with broad-market funds.
CDEYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CDEYX tax-loss harvesting finds highly correlated but non-identical funds.