COCRX Mutual Fund

NAV$29.78

AUM$167M

TER0.79%

Holdings115

COCRX Mutual Fund

NAV$29.78

Columbia Convertible Securities Fund Class Institutional 2

AUM$167M

TER0.79%

Holdings115

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare COCRX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings COCRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

COCRX Mutual Fund Overlap Analysis

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

COCRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 115 holdings, COCRX may share significant positions with broad-market funds.

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