CUTRX Mutual Fund

NAV$9.71

AUM$17M

TER0.17%

Holdings291

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CUTRX Mutual Fund

NAV$9.71

Columbia US Treasury Index Fund Class Institutional 2

AUM$17M

TER0.17%

Holdings291

See inside every fund you own

$99/yr 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 CUTRX 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 CUTRX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

CUTRX Mutual Fund Overlap Analysis

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

CUTRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 291 holdings, CUTRX may share significant positions with broad-market funds.

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