CYYYX Mutual Fund
CYYYX Mutual Fund
NAV$18.49
AUM$13M
TER0.54%
Holdings12
See how much of CYYYX you already own
CYYYX Mutual Fund
NAV$18.49
Columbia Thermostat Fund Institutional Class III
AUM$13M
TER0.54%
Holdings12
See how much of CYYYX you already own
CYYYX Mutual Fund Overlap Analysis
CYYYX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CYYYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 12 holdings, CYYYX may share significant positions with broad-market funds.
CYYYX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CYYYX tax-loss harvesting finds highly correlated but non-identical funds.