CDEYX Mutual Fund Analysis & Holdings | MarketXLS

CDEYX Mutual Fund

NAV$21.94

AUM$545M

TER0.65%

Holdings62

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CDEYX Mutual Fund

NAV$21.94

Columbia Intrinsic Value Fund Class I3

AUM$545M

TER0.65%

Holdings62

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

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 62 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.