CRRVX Mutual Fund Analysis & Holdings | MarketXLS

CRRVX Mutual Fund

NAV$10.64

AUM$2M

TER0.85%

Holdings81

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

CRRVX Mutual Fund

NAV$10.64

Columbia Real Estate Equity Fund Class I2

AUM$2M

TER0.85%

Holdings81

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

CRRVX Mutual Fund Overlap Analysis

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

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

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