CDVZX Mutual Fund
CDVZX Mutual Fund
NAV$21.11
AUM$1.1B
TER0.72%
Holdings58
See how much of CDVZX you already own
CDVZX Mutual Fund
NAV$21.11
Columbia Intrinsic Value Fund Class I
AUM$1.1B
TER0.72%
Holdings58
See how much of CDVZX you already own
CDVZX Mutual Fund Overlap Analysis
CDVZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CDVZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, CDVZX may share significant positions with broad-market funds.
CDVZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CDVZX tax-loss harvesting finds highly correlated but non-identical funds.