CREEX Mutual Fund

NAV$10.87

AUM$67M

TER0.94%

Holdings81

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CREEX Mutual Fund

NAV$10.87

Columbia Real Estate Equity Fund Class I

AUM$67M

TER0.94%

Holdings81

See inside every fund you own

$99/yr 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 CREEX 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 CREEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CREEX Mutual Fund Overlap Analysis

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

CREEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 81 holdings, CREEX may share significant positions with broad-market funds.

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