CRADX Mutual Fund

NAV$11.60

AUM$11M

TER0.81%

Holdings395

CRADX Mutual Fund

NAV$11.60

Columbia Adaptive Risk Allocation Fund Class S

AUM$11M

TER0.81%

Holdings395

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

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

Holdings Overlap Analysis

Compare CRADX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CRADX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CRADX Mutual Fund Overlap Analysis

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

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

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