CSSCX Mutual Fund
NAV$18.60
AUM$11M
TER1.95%
Holdings234
CSSCX Mutual Fund
NAV$18.60
Columbia Small Cap Value Discovery Fund Class C
AUM$11M
TER1.95%
Holdings234
See inside every mutual fund you own
$29/moCancel anytime.
CSSCX Mutual Fund Overlap Analysis
CSSCX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CSSCX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 234 holdings, CSSCX may share significant positions with broad-market funds.
CSSCX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CSSCX tax-loss harvesting finds highly correlated but non-identical funds.