CSSYX Mutual Fund

NAV$28.88

AUM$52M

TER0.86%

Holdings58

CSSYX Mutual Fund

NAV$28.88

Columbia Select Small Cap Value Fund Class I3

AUM$52M

TER0.86%

Holdings58

See inside every mutual fund you own

$29/moCancel anytime.

Try FundXLS →

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare CSSYX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

Compare With

🔍

Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings CSSYX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSSYX Mutual Fund Overlap Analysis

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

CSSYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 58 holdings, CSSYX may share significant positions with broad-market funds.

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