CSGVX Mutual Fund
NAV$20.76
AUM$10M
TER0.97%
Holdings42
CSGVX Mutual Fund
NAV$20.76
Columbia Select Global Equity Fund Advisor Class
AUM$10M
TER0.97%
Holdings42
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CSGVX Mutual Fund Overlap Analysis
CSGVX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSGVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 42 holdings, CSGVX may share significant positions with broad-market funds.
CSGVX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSGVX tax-loss harvesting finds highly correlated but non-identical funds.