CTEYX Mutual Fund Analysis & Holdings | MarketXLS

CTEYX Mutual Fund

NAV$11.70

AUM$88M

TER0.48%

Holdings409

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CTEYX Mutual Fund

NAV$11.70

Columbia Total Return Municipal Income Fund Class I3

AUM$88M

TER0.48%

Holdings409

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

CTEYX Mutual Fund Overlap Analysis

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

CTEYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 409 holdings, CTEYX may share significant positions with broad-market funds.

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