CADLX Mutual Fund
NAV$13.16
AUM$12M
TER0.76%
Holdings590
CADLX Mutual Fund
NAV$13.16
Columbia Commodity Strategy Fund Class I2
AUM$12M
TER0.76%
Holdings590
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CADLX Mutual Fund Overlap Analysis
CADLX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.
CADLX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 590 holdings, CADLX may share significant positions with broad-market funds.
CADLX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. CADLX tax-loss harvesting finds highly correlated but non-identical funds.