CZMSX Mutual Fund Analysis & Holdings | MarketXLS

CZMSX Mutual Fund

NAV$18.40

AUM$1.3B

TER0.96%

Holdings802

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CZMSX Mutual Fund

NAV$18.40

Columbia Multi-Manager Small Cap Equity Strategies Fund Intitutional Class

AUM$1.3B

TER0.96%

Holdings802

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

CZMSX Mutual Fund Overlap Analysis

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

CZMSX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 802 holdings, CZMSX may share significant positions with broad-market funds.

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