CORYX Mutual Fund
CORYX Mutual Fund
NAV$11.65
AUM$61M
TER0.51%
Holdings187
CORYX Mutual Fund
NAV$11.65
Columbia Oregon Intermediate Municipal Bond Fund Class I3
AUM$61M
TER0.51%
Holdings187
CORYX Mutual Fund Overlap Analysis
CORYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CORYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 187 holdings, CORYX may share significant positions with broad-market funds.
CORYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CORYX tax-loss harvesting finds highly correlated but non-identical funds.