COLCX Mutual Fund
COLCX Mutual Fund
NAV$11.41
AUM$11M
TER1.35%
Holdings423
See how much of COLCX you already own
COLCX Mutual Fund
NAV$11.41
Columbia Total Return Municipal Income Fund Class C
AUM$11M
TER1.35%
Holdings423
See how much of COLCX you already own
COLCX Mutual Fund Overlap Analysis
COLCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
COLCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 423 holdings, COLCX may share significant positions with broad-market funds.
COLCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. COLCX tax-loss harvesting finds highly correlated but non-identical funds.