CSVFX Mutual Fund

NAV$27.37

AUM$397M

TER0.95%

Holdings60

CSVFX Mutual Fund

NAV$27.37

Columbia International Dividend Income Fund Class I

AUM$397M

TER0.95%

Holdings60

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

Holdings Overlap Analysis

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

CSVFX Mutual Fund Overlap Analysis

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

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

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