CSIRX Mutual Fund
NAV$32.70
AUM$9M
TER0.67%
Holdings62
CSIRX Mutual Fund
NAV$32.70
Columbia Acorn Trust Acorn International Select Fund Institutional Class III
AUM$9M
TER0.67%
Holdings62
CSIRX Mutual Fund Overlap Analysis
CSIRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSIRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 62 holdings, CSIRX may share significant positions with broad-market funds.
CSIRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSIRX tax-loss harvesting finds highly correlated but non-identical funds.