CXXRX Mutual Fund
CXXRX Mutual Fund
NAV$25.10
AUM$565M
TER0.20%
Holdings606
See how much of CXXRX you already own
CXXRX Mutual Fund
NAV$25.10
Columbia Small Cap Index Fund Institutional II Class
AUM$565M
TER0.20%
Holdings606
See how much of CXXRX you already own
CXXRX Mutual Fund Overlap Analysis
CXXRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CXXRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 606 holdings, CXXRX may share significant positions with broad-market funds.
CXXRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CXXRX tax-loss harvesting finds highly correlated but non-identical funds.