CFXRX Mutual Fund Analysis & Holdings | MarketXLS

CFXRX Mutual Fund

NAV$16.45

AUM$34M

TER0.88%

Holdings178

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CFXRX Mutual Fund

NAV$16.45

Columbia Flexible Capital Income Fund Class I2

AUM$34M

TER0.88%

Holdings178

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

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

Holdings Overlap Analysis

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

CFXRX Mutual Fund Overlap Analysis

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

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

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