COEAX Mutual Fund

NAV$11.61

AUM$20M

TER0.84%

Holdings187

COEAX Mutual Fund

NAV$11.61

Columbia Oregon Intermediate Municipal Bond Fund Class A

AUM$20M

TER0.84%

Holdings187

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Holdings Overlap Analysis

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

COEAX Mutual Fund Overlap Analysis

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

COEAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, COEAX may share significant positions with broad-market funds.

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