CSVYX Mutual Fund Analysis & Holdings | MarketXLS

CSVYX Mutual Fund

NAV$61.63

AUM$536M

TER0.81%

Holdings234

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CSVYX Mutual Fund

NAV$61.63

Columbia Small Cap Value Discovery Fund Class Inst3

AUM$536M

TER0.81%

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

CSVYX Mutual Fund Overlap Analysis

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

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

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