SLVRX Mutual Fund
SLVRX Mutual Fund
NAV$45.31
AUM$55M
TER1.10%
Holdings39
SLVRX Mutual Fund
NAV$45.31
Columbia Select Large Cap Value Fund Class R
AUM$55M
TER1.10%
Holdings39
SLVRX Mutual Fund Overlap Analysis
SLVRX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
SLVRX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 39 holdings, SLVRX may share significant positions with broad-market funds.
SLVRX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. SLVRX tax-loss harvesting finds highly correlated but non-identical funds.