CSGYX Mutual Fund Analysis & Holdings | MarketXLS

CSGYX Mutual Fund

NAV$43.25

AUM$878M

TER0.83%

Holdings94

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CSGYX Mutual Fund

NAV$43.25

Columbia Small Cap Growth Fund Class I3

AUM$878M

TER0.83%

Holdings94

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

CSGYX Mutual Fund Overlap Analysis

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

CSGYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, CSGYX may share significant positions with broad-market funds.

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