CDIRX Mutual Fund

NAV$40.86

AUM$236M

TER1.15%

Holdings82

CDIRX Mutual Fund

NAV$40.86

Columbia Dividend Income Fund Class R

AUM$236M

TER1.15%

Holdings82

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Holdings Overlap Analysis

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

CDIRX Mutual Fund Overlap Analysis

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

CDIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 82 holdings, CDIRX may share significant positions with broad-market funds.

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