CTMRX Mutual Fund Analysis & Holdings | MarketXLS

CTMRX Mutual Fund

NAV$9.44

AUM$236M

TER0.33%

Holdings562

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CTMRX Mutual Fund

NAV$9.44

Columbia Intermediate Duration Municipal Bond Fund Institutional 2 Class

AUM$236M

TER0.33%

Holdings562

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

CTMRX Mutual Fund Overlap Analysis

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

CTMRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 562 holdings, CTMRX may share significant positions with broad-market funds.

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