CTIVX Mutual Fund

NAV$21.24

AUM$623M

TER0.65%

Holdings1,301

See how much of CTIVX you already own

Just $25 once·$69/mo·Download sample

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CTIVX Mutual Fund

NAV$21.24

Columbia Strategic Income Fund Class I2

AUM$623M

TER0.65%

Holdings1,301

See how much of CTIVX you already own

Just $25 once·$69/mo·Download sample

X-ray my portfolio free

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

Holdings Overlap Analysis

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

CTIVX Mutual Fund Overlap Analysis

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

CTIVX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 1301 holdings, CTIVX may share significant positions with broad-market funds.

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