CEPRX Mutual Fund

NAV$8.82

AUM$77M

TER0.64%

Holdings477

CEPRX Mutual Fund

NAV$8.82

Columbia Income Opportunities Fund Class Institutional 2

AUM$77M

TER0.64%

Holdings477

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Holdings Overlap Analysis

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

CEPRX Mutual Fund Overlap Analysis

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

CEPRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 477 holdings, CEPRX may share significant positions with broad-market funds.

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