RSOOX Mutual Fund Analysis & Holdings | MarketXLS

RSOOX Mutual Fund

NAV$47.21

AUM$42M

TER1.28%

Holdings90

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RSOOX Mutual Fund

NAV$47.21

Columbia Dividend Opportunity Fund Class R

AUM$42M

TER1.28%

Holdings90

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

RSOOX Mutual Fund Overlap Analysis

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

RSOOX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 90 holdings, RSOOX may share significant positions with broad-market funds.

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