COIAX Mutual Fund Analysis & Holdings | MarketXLS

COIAX Mutual Fund

NAV$10.00

AUM$1.0B

TER0.59%

Holdings165

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COIAX Mutual Fund

NAV$10.00

SIMT Conservative Income Fund Class F

AUM$1.0B

TER0.59%

Holdings165

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

COIAX Mutual Fund Overlap Analysis

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

COIAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 165 holdings, COIAX may share significant positions with broad-market funds.

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