CTLRX Mutual Fund Analysis & Holdings | MarketXLS

CTLRX Mutual Fund

NAV$9.87

AUM$12M

TER0.37%

Holdings94

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CTLRX Mutual Fund

NAV$9.87

Columbia Select Short Corporate Income Fund Class Institutional 2

AUM$12M

TER0.37%

Holdings94

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

CTLRX Mutual Fund Overlap Analysis

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

CTLRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, CTLRX may share significant positions with broad-market funds.

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