CSVEX Mutual Fund

NAV$27.62

AUM$43M

TER0.95%

Holdings60

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CSVEX Mutual Fund

NAV$27.62

Columbia International Dividend Income Fund Class S

AUM$43M

TER0.95%

Holdings60

See inside every fund you own

$99/yr 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 CSVEX 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 CSVEX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CSVEX Mutual Fund Overlap Analysis

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

CSVEX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 60 holdings, CSVEX may share significant positions with broad-market funds.

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