CRRRX Mutual Fund
CRRRX Mutual Fund
NAV$17.03
AUM$74M
TER0.80%
Holdings100
See how much of CRRRX you already own
CRRRX Mutual Fund
NAV$17.03
Columbia Small Cap Value and Inflection Fund Class Institutional 2
AUM$74M
TER0.80%
Holdings100
See how much of CRRRX you already own
CRRRX Mutual Fund Overlap Analysis
CRRRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CRRRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, CRRRX may share significant positions with broad-market funds.
CRRRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CRRRX tax-loss harvesting finds highly correlated but non-identical funds.