LITAX Mutual Fund Analysis & Holdings | MarketXLS

LITAX Mutual Fund

NAV$9.45

AUM$283M

TER0.61%

Holdings562

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LITAX Mutual Fund

NAV$9.45

Columbia Intermediate Duration Municipal Bond Fund A

AUM$283M

TER0.61%

Holdings562

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

LITAX Mutual Fund Overlap Analysis

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

LITAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 562 holdings, LITAX may share significant positions with broad-market funds.

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