CRAAX Mutual Fund Analysis & Holdings | MarketXLS

CRAAX Mutual Fund

NAV$11.68

AUM$128M

TER1.06%

Holdings395

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CRAAX Mutual Fund

NAV$11.68

Columbia Adaptive Risk Allocation Fund Class A

AUM$128M

TER1.06%

Holdings395

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

CRAAX Mutual Fund Overlap Analysis

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

CRAAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 395 holdings, CRAAX may share significant positions with broad-market funds.

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