INTAX Mutual Fund
INTAX Mutual Fund
NAV$14.49
AUM$524M
TER0.75%
Holdings452
INTAX Mutual Fund
NAV$14.49
Columbia Strategic Municipal Income Fund Class A
AUM$524M
TER0.75%
Holdings452
INTAX Mutual Fund Overlap Analysis
INTAX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
INTAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 452 holdings, INTAX may share significant positions with broad-market funds.
INTAX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. INTAX tax-loss harvesting finds highly correlated but non-identical funds.