CARYX Mutual Fund

NAV$11.47

AUM$23M

TER0.77%

Holdings395

CARYX Mutual Fund

NAV$11.47

Columbia Adaptive Risk Allocation Fund Institutional Class III

AUM$23M

TER0.77%

Holdings395

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Holdings Overlap Analysis

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

CARYX Mutual Fund Overlap Analysis

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

CARYX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 395 holdings, CARYX may share significant positions with broad-market funds.

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