SETDX Mutual Fund

NAV$9.41

AUM$15M

TER0.41%

Holdings562

See how much of SETDX you already own

Just $25 once·$99/mo·Download sample

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SETDX Mutual Fund

NAV$9.41

Columbia Intermediate Duration Municipal Bond Fund Class S

AUM$15M

TER0.41%

Holdings562

See how much of SETDX you already own

Just $25 once·$99/mo·Download sample

X-ray my portfolio free

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

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

SETDX Mutual Fund Overlap Analysis

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

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

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