CFSLX Mutual Fund
CFSLX Mutual Fund
NAV$13.63
AUM$545M
TER0.63%
Holdings981
CFSLX Mutual Fund
NAV$13.63
Column Small Cap Fund
AUM$545M
TER0.63%
Holdings981
CFSLX Mutual Fund Overlap Analysis
CFSLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CFSLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 981 holdings, CFSLX may share significant positions with broad-market funds.
CFSLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CFSLX tax-loss harvesting finds highly correlated but non-identical funds.