NCMAX Mutual Fund

NAV$9.74

AUM$141M

TER0.48%

Holdings201

NCMAX Mutual Fund

NAV$9.74

Columbia California Intermediate Municipal Bond Fund Institutional Class

AUM$141M

TER0.48%

Holdings201

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Holdings Overlap Analysis

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

NCMAX Mutual Fund Overlap Analysis

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

NCMAX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 201 holdings, NCMAX may share significant positions with broad-market funds.

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