CLIRX Mutual Fund

NAV$11.10

AUM$244,534.66

TER1.18%

Holdings40

See how much of CLIRX you already own

Just $25 once·$99/mo·Download sample

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CLIRX Mutual Fund

NAV$11.10

Columbia Capital Allocation Moderate Conservative Portfolio Class R

AUM$244,534.66

TER1.18%

Holdings40

See how much of CLIRX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CLIRX Mutual Fund Overlap Analysis

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

CLIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 40 holdings, CLIRX may share significant positions with broad-market funds.

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