CLREX Mutual Fund
CLREX Mutual Fund
NAV$57.83
AUM$583M
TER0.62%
Holdings755
See how much of CLREX you already own
CLREX Mutual Fund
NAV$57.83
Columbia Balanced Fund Class I2
AUM$583M
TER0.62%
Holdings755
See how much of CLREX you already own
CLREX Mutual Fund Overlap Analysis
CLREX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CLREX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 755 holdings, CLREX may share significant positions with broad-market funds.
CLREX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CLREX tax-loss harvesting finds highly correlated but non-identical funds.