CSCZX Mutual Fund
CSCZX Mutual Fund
NAV$60.72
AUM$1.2B
TER0.95%
Holdings234
See how much of CSCZX you already own
CSCZX Mutual Fund
NAV$60.72
Columbia Small Cap Value Discovery Fund Class Inst
AUM$1.2B
TER0.95%
Holdings234
See how much of CSCZX you already own
CSCZX Mutual Fund Overlap Analysis
CSCZX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSCZX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, CSCZX may share significant positions with broad-market funds.
CSCZX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSCZX tax-loss harvesting finds highly correlated but non-identical funds.