CFRYX Mutual Fund

NAV$32.72

AUM$158M

TER0.68%

Holdings375

CFRYX Mutual Fund

NAV$32.72

Columbia Floating Rate Fund Class Institutional 3

AUM$158M

TER0.68%

Holdings375

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Holdings Overlap Analysis

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

CFRYX Mutual Fund Overlap Analysis

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

CFRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 375 holdings, CFRYX may share significant positions with broad-market funds.

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