CLDYX Mutual Fund Holdings Overlap Calculator | MarketXLS

CLDYX Mutual Fund

NAV$9.86

AUM$34M

TER0.32%

Holdings94

See what you own twice

Check CLDYX against your other funds. Free for up to 5.

Check my overlap

CLDYX Mutual Fund

NAV$9.86

Columbia Select Short Corporate Income Fund Class Institutional 3

AUM$34M

TER0.32%

Holdings94

See what you own twice

Check CLDYX against your other funds. Free for up to 5.

Check my overlap

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

Holdings Overlap Analysis

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

CLDYX Mutual Fund Overlap Analysis

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

CLDYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, CLDYX may share significant positions with broad-market funds.

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