CLMPX Mutual Fund Analysis & Holdings | MarketXLS

CLMPX Mutual Fund

NAV$26.44

AUM$185M

TER0.74%

Holdings154

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CLMPX Mutual Fund

NAV$26.44

Columbia Strategic California Municipal Income Fund Class A

AUM$185M

TER0.74%

Holdings154

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

CLMPX Mutual Fund Overlap Analysis

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

CLMPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 154 holdings, CLMPX may share significant positions with broad-market funds.

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