CLMVX Mutual Fund

NAV$8.33

AUM$946M

TER0.73%

Holdings460

CLMVX Mutual Fund

NAV$8.33

Columbia Mortgage Opportunities Fund Class I2

AUM$946M

TER0.73%

Holdings460

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Holdings Overlap Analysis

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

CLMVX Mutual Fund Overlap Analysis

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

CLMVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 460 holdings, CLMVX may share significant positions with broad-market funds.

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