CLWFX Mutual Fund Analysis & Holdings | MarketXLS

CLWFX Mutual Fund

NAV$89.51

AUM$122M

TER0.70%

Holdings48

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CLWFX Mutual Fund

NAV$89.51

Columbia Cornerstone Growth Fund Class I2

AUM$122M

TER0.70%

Holdings48

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

CLWFX Mutual Fund Overlap Analysis

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

CLWFX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 48 holdings, CLWFX may share significant positions with broad-market funds.

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