CLCRX Mutual Fund Analysis & Holdings | MarketXLS

CLCRX Mutual Fund

NAV$27.30

AUM$171M

TER0.60%

Holdings58

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CLCRX Mutual Fund

NAV$27.30

Columbia Cornerstone Equity Fund Class Institutional 2

AUM$171M

TER0.60%

Holdings58

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

CLCRX Mutual Fund Overlap Analysis

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

CLCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, CLCRX may share significant positions with broad-market funds.

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