COLTX Mutual Fund

NAV$11.09

AUM$1.2B

TER0.75%

Holdings423

See how much of COLTX you already own

Just $25 once·$99/mo·Download sample

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COLTX Mutual Fund

NAV$11.09

Columbia Total Return Municipal Income Fund Class A

AUM$1.2B

TER0.75%

Holdings423

See how much of COLTX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

COLTX Mutual Fund Overlap Analysis

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

COLTX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 423 holdings, COLTX may share significant positions with broad-market funds.

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