CRRYX Mutual Fund Analysis & Holdings | MarketXLS

CRRYX Mutual Fund

NAV$17.22

AUM$484M

TER0.77%

Holdings100

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CRRYX Mutual Fund

NAV$17.22

Columbia Small Cap Value and Inflection Fund Institutional Class III

AUM$484M

TER0.77%

Holdings100

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

CRRYX Mutual Fund Overlap Analysis

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

CRRYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 100 holdings, CRRYX may share significant positions with broad-market funds.

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