CFIAX Mutual Fund

NAV$16.25

AUM$412M

TER1.20%

Holdings178

See how much of CFIAX you already own

Just $25 once·$69/mo·Download sample

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CFIAX Mutual Fund

NAV$16.25

Columbia Flexible Capital Income Fund Class A

AUM$412M

TER1.20%

Holdings178

See how much of CFIAX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CFIAX Mutual Fund Overlap Analysis

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

CFIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 178 holdings, CFIAX may share significant positions with broad-market funds.

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