CCRIX Mutual Fund

NAV$35.24

AUM$39M

TER1.47%

Holdings94

CCRIX Mutual Fund

NAV$35.24

Columbia Small Cap Growth Fund Class R

AUM$39M

TER1.47%

Holdings94

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Holdings Overlap Analysis

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

CCRIX Mutual Fund Overlap Analysis

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

CCRIX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 94 holdings, CCRIX may share significant positions with broad-market funds.

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