CLSPX Mutual Fund

NAV$33.22

AUM$957M

TER0.87%

Holdings71

See how much of CLSPX you already own

Just $25 once·$69/mo·Download sample

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CLSPX Mutual Fund

NAV$33.22

Columbia Select Mid Cap Growth Fund Class I

AUM$957M

TER0.87%

Holdings71

See how much of CLSPX you already own

Just $25 once·$69/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 CLSPX 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 CLSPX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CLSPX Mutual Fund Overlap Analysis

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

CLSPX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 71 holdings, CLSPX may share significant positions with broad-market funds.

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