CGVRX Mutual Fund Analysis & Holdings | MarketXLS

CGVRX Mutual Fund

NAV$17.77

AUM$13M

TER0.57%

Holdings305

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CGVRX Mutual Fund

NAV$17.77

Columbia Quality Income Fund Class I2

AUM$13M

TER0.57%

Holdings305

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

CGVRX Mutual Fund Overlap Analysis

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

CGVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 305 holdings, CGVRX may share significant positions with broad-market funds.

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