NCMDX Mutual Fund Analysis & Holdings | MarketXLS

NCMDX Mutual Fund

NAV$9.74

AUM$9M

TER0.48%

Holdings201

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NCMDX Mutual Fund

NAV$9.74

Columbia California Intermediate Municipal Bond Fund Class S

AUM$9M

TER0.48%

Holdings201

See inside every fund you own

$99/yr 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 NCMDX 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 NCMDX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

NCMDX Mutual Fund Overlap Analysis

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

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

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