CLDZX Mutual Fund Analysis & Holdings | MarketXLS

CLDZX Mutual Fund

NAV$9.86

AUM$286M

TER0.43%

Holdings94

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CLDZX Mutual Fund

NAV$9.86

Columbia Select Short Corporate Income Fund Class Institutional

AUM$286M

TER0.43%

Holdings94

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

CLDZX Mutual Fund Overlap Analysis

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

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

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