CSCQX Mutual Fund Analysis & Holdings | MarketXLS

CSCQX Mutual Fund

NAV$60.67

AUM$22M

TER0.95%

Holdings234

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CSCQX Mutual Fund

NAV$60.67

Columbia Small Cap Value Discovery Fund Class S

AUM$22M

TER0.95%

Holdings234

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

CSCQX Mutual Fund Overlap Analysis

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

CSCQX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, CSCQX may share significant positions with broad-market funds.

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