CSMIX Mutual Fund Analysis & Holdings | MarketXLS

CSMIX Mutual Fund

NAV$49.41

AUM$331M

TER1.20%

Holdings234

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CSMIX Mutual Fund

NAV$49.41

Columbia Small Cap Value Discovery Fund Class A

AUM$331M

TER1.20%

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

CSMIX Mutual Fund Overlap Analysis

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

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

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