COSAX Mutual Fund Analysis & Holdings | MarketXLS

COSAX Mutual Fund

NAV$12.85

AUM$70M

TER1.16%

Holdings107

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COSAX Mutual Fund

NAV$12.85

Columbia Overseas Core Fund Class A

AUM$70M

TER1.16%

Holdings107

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

COSAX Mutual Fund Overlap Analysis

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

COSAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 107 holdings, COSAX may share significant positions with broad-market funds.

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